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 | $38,924 | $96,305-59.6% | $80,569-51.7% | $139,434-72.1% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 22.26% | 1350.08%-1327.8pp | 935.43%-913.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,897 | $3,262-11.2% | $2,723+6.4% | $4,751-39.0% |
| Participant deferral / active EE | $8,739 | $5,232+67.0% | $4,447+96.5% | $6,710+30.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |