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 | $32,718 | $109,817-70.2% | $98,442-66.8% | $167,490-80.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.23% | 1956.69%-1940.5pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $7,079 | $3,224+119.6% | $2,960+139.2% | $4,837+46.3% |
| Participant deferral / active EE | $4,870 | $4,673+4.2% | $4,276+13.9% | $6,341-23.2% |
| Admin fee / account holder | $157 | $6,753-97.7% | $5,949-97.4% | $12,309-98.7% |