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 | $18,679 | $100,852-81.5% | $90,404-79.3% | $158,922-88.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 18.06% | 1724.20%-1706.1pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,967 | $3,689-46.7% | $3,262-39.7% | $4,761-58.7% |
| Participant deferral / active EE | $3,758 | $4,348-13.6% | $3,963-5.2% | $5,982-37.2% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |