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 | $6,646 | $81,625-91.9% | $58,482-88.6% | $139,434-95.2% |
| Participation rate | 95.0% | 61.3%+33.7pp | 50.9%+44.1pp | 80.3%+14.7pp |
| Annual return | 12.55% | 7404.20%-7391.6pp | 4239.32%-4226.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $636 | $1,398-54.5% | $1,053-39.6% | $4,751-86.6% |
| Participant deferral / active EE | $795 | $2,557-68.9% | $1,924-58.7% | $6,710-88.1% |
| Admin fee / account holder | $237 | $3,265-92.8% | $2,516-90.6% | $11,403-97.9% |