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 3-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 | $54,264 | $70,756-23.3% | $65,493-17.1% | $142,382-61.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.36% | 1754.89%-1735.5pp | 982.45%-963.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,303 | $2,881+14.7% | $2,574+28.3% | $4,299-23.2% |
| Participant deferral / active EE | $11,942 | $4,637+157.5% | $3,961+201.5% | $6,507+83.5% |
| Admin fee / account holder | $250 | $6,559-96.2% | $5,028-95.0% | $12,624-98.0% |