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 | $24,976 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.82% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,917 | $5,256-63.5% | $4,695-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $6,988 | $6,630+5.4% | $6,247+11.9% | $5,439+28.5% |
| Admin fee / account holder | $145 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |