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 | $32,217 | $100,852-68.1% | $90,404-64.4% | $158,922-79.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 10.04% | 1724.20%-1714.2pp | 1293.02%-1283.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,654 | $3,689-55.2% | $3,262-49.3% | $4,761-65.3% |
| Participant deferral / active EE | $2,655 | $4,348-38.9% | $3,963-33.0% | $5,982-55.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |