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 | $22,924 | $72,400-68.3% | $67,502-66.0% | $145,922-84.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 7182.46%-7158.5pp | 3512.12%-3488.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $3,736 | $3,069+21.7% | $2,731+36.8% | $4,660-19.8% |
| Participant deferral / active EE | $9,346 | $4,783+95.4% | $4,000+133.6% | $6,688+39.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |