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 5-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 | $14,559 | $102,604-85.8% | $86,188-83.1% | $139,434-89.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.95% | 1922.51%-1898.6pp | 1168.45%-1144.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,832 | $3,032-39.6% | $2,380-23.0% | $4,751-61.4% |
| Participant deferral / active EE | $10,654 | $4,676+127.9% | $3,985+167.3% | $6,710+58.8% |
| Admin fee / account holder | $49 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |