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 6-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 | $13,877 | $81,625-83.0% | $58,482-76.3% | $139,434-90.0% |
| Participation rate | 93.8% | 61.3%+32.4pp | 50.9%+42.9pp | 80.3%+13.4pp |
| Annual return | 15.50% | 7404.20%-7388.7pp | 4239.32%-4223.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $778 | $1,398-44.4% | $1,053-26.1% | $4,751-83.6% |
| Participant deferral / active EE | $5,957 | $2,557+133.0% | $1,924+209.6% | $6,710-11.2% |
| Admin fee / account holder | $197 | $3,265-94.0% | $2,516-92.2% | $11,403-98.3% |