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 | $8,099 | $76,738-89.4% | $56,411-85.6% | $145,922-94.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 10.01% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $491 | $1,380-64.4% | $1,039-52.7% | $4,660-89.5% |
| Participant deferral / active EE | $633 | $2,623-75.9% | $1,952-67.6% | $6,688-90.5% |
| Admin fee / account holder | $200 | $3,334-94.0% | $2,829-92.9% | $13,397-98.5% |