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 5-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 | $71,560 | $102,604-30.3% | $86,188-17.0% | $139,434-48.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 37.66% | 1922.51%-1884.9pp | 1168.45%-1130.8pp | 372.94%-335.3pp |
| Employer contribution / active EE | $2,390 | $3,032-21.2% | $2,380+0.4% | $4,751-49.7% |
| Participant deferral / active EE | $3,290 | $4,676-29.6% | $3,985-17.4% | $6,710-51.0% |
| Admin fee / account holder | $251 | $8,657-97.1% | $6,852-96.3% | $11,403-97.8% |