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 | $43,679 | $72,400-39.7% | $67,502-35.3% | $145,922-70.1% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 16.80% | 7182.46%-7165.7pp | 3512.12%-3495.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,938 | $3,069+223.8% | $2,731+263.9% | $4,660+113.3% |
| Participant deferral / active EE | $15,541 | $4,783+224.9% | $4,000+288.5% | $6,688+132.4% |
| Admin fee / account holder | $13 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |