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 4-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 | $22,419 | $96,305-76.7% | $80,569-72.2% | $139,434-83.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 20.74% | 1350.08%-1329.3pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,964 | $3,262-39.8% | $2,723-27.9% | $4,751-58.7% |
| Participant deferral / active EE | $9,424 | $5,232+80.1% | $4,447+111.9% | $6,710+40.4% |
| Admin fee / account holder | $269 | $6,599-95.9% | $5,377-95.0% | $11,403-97.6% |