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 | $34,530 | $99,640-65.3% | $86,436-60.1% | $134,475-74.3% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | 40.43% | 6782.58%-6742.1pp | 4394.89%-4354.5pp | 417.96%-377.5pp |
| Employer contribution / active EE | $7,443 | $4,400+69.1% | $3,769+97.5% | $4,740+57.0% |
| Participant deferral / active EE | $10,228 | $7,246+41.1% | $6,952+47.1% | $6,400+59.8% |
| Admin fee / account holder | $168 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |