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 | $54,624 | $124,185-56.0% | $108,410-49.6% | $167,490-67.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.12% | 1379.64%-1367.5pp | 905.27%-893.2pp | 478.56%-466.4pp |
| Employer contribution / active EE | $12,391 | $4,187+196.0% | $3,558+248.2% | $4,837+156.1% |
| Participant deferral / active EE | $7,981 | $6,908+15.5% | $6,563+21.6% | $6,341+25.9% |
| Admin fee / account holder | $281 | $9,455-97.0% | $7,295-96.2% | $12,309-97.7% |