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 | $26,779 | $100,852-73.4% | $90,404-70.4% | $158,922-83.1% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 17.43% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $704 | $3,689-80.9% | $3,262-78.4% | $4,761-85.2% |
| Participant deferral / active EE | $2,054 | $4,348-52.8% | $3,963-48.2% | $5,982-65.7% |
| Admin fee / account holder | $90 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |