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 | $17,689 | $100,852-82.5% | $90,404-80.4% | $158,922-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.19% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,534 | $3,689-58.4% | $3,262-53.0% | $4,761-67.8% |
| Participant deferral / active EE | $1,292 | $4,348-70.3% | $3,963-67.4% | $5,982-78.4% |
| Admin fee / account holder | $286 | $6,501-95.6% | $5,611-94.9% | $11,246-97.5% |