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 | $45,871 | $100,852-54.5% | $90,404-49.3% | $158,922-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.46% | 1724.20%-1703.7pp | 1293.02%-1272.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,581 | $3,689-30.0% | $3,262-20.9% | $4,761-45.8% |
| Participant deferral / active EE | $11,891 | $4,348+173.5% | $3,963+200.0% | $5,982+98.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |