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 9-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 | $43,642 | $150,440-71.0% | $136,294-68.0% | $147,584-70.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 31.60% | 1049.08%-1017.5pp | 5155.94%-5124.3pp | 578.55%-546.9pp |
| Employer contribution / active EE | $7,063 | $5,256+34.4% | $4,695+50.4% | $4,876+44.8% |
| Participant deferral / active EE | $15,570 | $6,630+134.8% | $6,247+149.2% | $5,439+186.3% |
| Admin fee / account holder | $69 | $10,905-99.4% | $9,243-99.2% | $10,885-99.4% |