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 | $28,365 | $57,281-50.5% | $86,612-67.3% | $75,163-62.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 37.72% | 2670.75%-2633.0pp | 591.07%-553.3pp | 160.62%-122.9pp |
| Employer contribution / active EE | $6,026 | $2,314+160.4% | $3,022+99.4% | $2,670+125.7% |
| Participant deferral / active EE | $7,290 | $3,318+119.7% | $4,438+64.3% | $4,125+76.7% |
| Admin fee / account holder | $53 | $4,112-98.7% | $5,614-99.1% | $5,651-99.1% |