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 | $61,084 | $100,852-39.4% | $90,404-32.4% | $158,922-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.99% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,310 | $3,689-64.5% | $3,262-59.9% | $4,761-72.5% |
| Participant deferral / active EE | $6,878 | $4,348+58.2% | $3,963+73.5% | $5,982+15.0% |
| Admin fee / account holder | $79 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |