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 | $17,831 | $72,400-75.4% | $67,502-73.6% | $145,922-87.8% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 14.54% | 7182.46%-7167.9pp | 3512.12%-3497.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,484 | $3,069-51.6% | $2,731-45.6% | $4,660-68.1% |
| Participant deferral / active EE | $6,222 | $4,783+30.1% | $4,000+55.5% | $6,688-7.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |