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 | $10,172 | $100,852-89.9% | $90,404-88.7% | $158,922-93.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.75% | 1724.20%-1690.4pp | 1293.02%-1259.3pp | 302.83%-269.1pp |
| Employer contribution / active EE | $2,588 | $3,689-29.8% | $3,262-20.7% | $4,761-45.6% |
| Participant deferral / active EE | $6,361 | $4,348+46.3% | $3,963+60.5% | $5,982+6.3% |
| Admin fee / account holder | $109 | $6,501-98.3% | $5,611-98.1% | $11,246-99.0% |