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 | $28,885 | $81,625-64.6% | $58,482-50.6% | $139,434-79.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.10% | 7404.20%-7388.1pp | 4239.32%-4223.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,377 | $1,398+141.5% | $1,053+220.6% | $4,751-28.9% |
| Participant deferral / active EE | $10,021 | $2,557+291.9% | $1,924+420.9% | $6,710+49.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |