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 6-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 | $20,169 | $81,625-75.3% | $58,482-65.5% | $139,434-85.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.44% | 7404.20%-7391.8pp | 4239.32%-4226.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,716 | $1,398+308.8% | $1,053+442.7% | $4,751+20.3% |
| Participant deferral / active EE | $2,727 | $2,557+6.7% | $1,924+41.8% | $6,710-59.4% |
| Admin fee / account holder | $86 | $3,265-97.4% | $2,516-96.6% | $11,403-99.2% |