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 | $64,550 | $100,852-36.0% | $90,404-28.6% | $158,922-59.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.23% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,997 | $3,689-45.9% | $3,262-38.8% | $4,761-58.1% |
| Participant deferral / active EE | $4,369 | $4,348+0.5% | $3,963+10.2% | $5,982-27.0% |
| Admin fee / account holder | $56 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |