See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,358 | $100,852-61.0% | $90,404-56.5% | $158,922-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.26% | 1724.20%-1698.9pp | 1293.02%-1267.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $5,354 | $3,689+45.1% | $3,262+64.1% | $4,761+12.4% |
| Participant deferral / active EE | $10,336 | $4,348+137.7% | $3,963+160.8% | $5,982+72.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |