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 10-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 | $28,857 | $109,817-73.7% | $98,442-70.7% | $167,490-82.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 35.47% | 1956.69%-1921.2pp | 1492.73%-1457.3pp | 478.56%-443.1pp |
| Employer contribution / active EE | $1,440 | $3,224-55.3% | $2,960-51.4% | $4,837-70.2% |
| Participant deferral / active EE | $2,609 | $4,673-44.2% | $4,276-39.0% | $6,341-58.9% |
| Admin fee / account holder | $115 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |