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 | $29,130 | $58,927-50.6% | $76,817-62.1% | $72,985-60.1% |
| Participation rate | 88.0% | 67.3%+20.7pp | 72.1%+15.9pp | 69.5%+18.5pp |
| Annual return | 17.48% | 2305.64%-2288.2pp | 1166.11%-1148.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $6,766 | $1,787+278.7% | $2,302+193.9% | $2,440+177.3% |
| Participant deferral / active EE | $2,742 | $2,690+1.9% | $3,336-17.8% | $3,607-24.0% |
| Admin fee / account holder | $64 | $4,013-98.4% | $6,420-99.0% | $5,124-98.7% |