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 10-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 | $44,537 | $185,200-76.0% | $142,863-68.8% | $167,490-73.4% |
| Participation rate | 92.9% | 78.4%+14.4pp | 71.9%+20.9pp | 82.1%+10.8pp |
| Annual return | 12.92% | 8555.70%-8542.8pp | 5637.54%-5624.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,205 | $5,604-78.5% | $4,144-70.9% | $4,837-75.1% |
| Participant deferral / active EE | $2,088 | $4,494-53.5% | $3,837-45.6% | $6,341-67.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |