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 | $63,575 | $102,604-38.0% | $86,188-26.2% | $139,434-54.4% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.0%+20.5pp | 80.3%+9.2pp |
| Annual return | 15.40% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,043 | $3,032-32.6% | $2,380-14.2% | $4,751-57.0% |
| Participant deferral / active EE | $5,329 | $4,676+14.0% | $3,985+33.7% | $6,710-20.6% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |