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 | $30,183 | $102,604-70.6% | $86,188-65.0% | $139,434-78.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 9.95% | 1922.51%-1912.6pp | 1168.45%-1158.5pp | 372.94%-363.0pp |
| Employer contribution / active EE | $6,250 | $3,032+106.1% | $2,380+162.6% | $4,751+31.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $198 | $8,657-97.7% | $6,852-97.1% | $11,403-98.3% |