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 4-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 | $24,002 | $102,604-76.6% | $86,188-72.2% | $139,434-82.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 39.72% | 1922.51%-1882.8pp | 1168.45%-1128.7pp | 372.94%-333.2pp |
| Employer contribution / active EE | $1,183 | $3,032-61.0% | $2,380-50.3% | $4,751-75.1% |
| Participant deferral / active EE | $12,955 | $4,676+177.1% | $3,985+225.1% | $6,710+93.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |