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 | $21,698 | $100,852-78.5% | $90,404-76.0% | $158,922-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.37% | 1724.20%-1686.8pp | 1293.02%-1255.6pp | 302.83%-265.5pp |
| Employer contribution / active EE | $7,013 | $3,689+90.1% | $3,262+115.0% | $4,761+47.3% |
| Participant deferral / active EE | $7,759 | $4,348+78.4% | $3,963+95.8% | $5,982+29.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |