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 9-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 | $22,536 | $76,738-70.6% | $56,411-60.0% | $145,922-84.6% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 14.07% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,625 | $1,380+17.7% | $1,039+56.4% | $4,660-65.1% |
| Participant deferral / active EE | $3,462 | $2,623+32.0% | $1,952+77.4% | $6,688-48.2% |
| Admin fee / account holder | $101 | $3,334-97.0% | $2,829-96.4% | $13,397-99.2% |