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 | $78,687 | $124,185-36.6% | $108,410-27.4% | $167,490-53.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 19.99% | 1379.64%-1359.6pp | 905.27%-885.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $5,952 | $4,187+42.2% | $3,558+67.3% | $4,837+23.0% |
| Participant deferral / active EE | $18,923 | $6,908+173.9% | $6,563+188.3% | $6,341+198.4% |
| Admin fee / account holder | $295 | $9,455-96.9% | $7,295-96.0% | $12,309-97.6% |