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 | $15,950 | $70,756-77.5% | $65,493-75.6% | $142,382-88.8% |
| Participation rate | 79.2% | 77.4%+1.8pp | 73.1%+6.1pp | 80.1%-1.0pp |
| Annual return | 15.97% | 1754.89%-1738.9pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $902 | $2,881-68.7% | $2,574-65.0% | $4,299-79.0% |
| Participant deferral / active EE | $1,393 | $4,637-70.0% | $3,961-64.8% | $6,507-78.6% |
| Admin fee / account holder | $86 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |