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 | $66,660 | $102,604-35.0% | $86,188-22.7% | $139,434-52.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 26.42% | 1922.51%-1896.1pp | 1168.45%-1142.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $5,154 | $3,032+70.0% | $2,380+116.5% | $4,751+8.5% |
| Participant deferral / active EE | $17,209 | $4,676+268.1% | $3,985+331.8% | $6,710+156.5% |
| Admin fee / account holder | $220 | $8,657-97.5% | $6,852-96.8% | $11,403-98.1% |