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 | $31,863 | $100,852-68.4% | $90,404-64.8% | $158,922-80.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.34% | 1724.20%-1696.9pp | 1293.02%-1265.7pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,209 | $3,689-40.1% | $3,262-32.3% | $4,761-53.6% |
| Participant deferral / active EE | $5,668 | $4,348+30.4% | $3,963+43.0% | $5,982-5.3% |
| Admin fee / account holder | $255 | $6,501-96.1% | $5,611-95.5% | $11,246-97.7% |