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 | $36,342 | $76,738-52.6% | $56,411-35.6% | $145,922-75.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,809 | $1,380+103.6% | $1,039+170.5% | $4,660-39.7% |
| Participant deferral / active EE | $3,827 | $2,623+45.9% | $1,952+96.1% | $6,688-42.8% |
| Admin fee / account holder | $168 | $3,334-95.0% | $2,829-94.1% | $13,397-98.7% |