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 | $34,101 | $100,852-66.2% | $90,404-62.3% | $158,922-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.49% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,237 | $3,689-39.3% | $3,262-31.4% | $4,761-53.0% |
| Participant deferral / active EE | $6,262 | $4,348+44.0% | $3,963+58.0% | $5,982+4.7% |
| Admin fee / account holder | $209 | $6,501-96.8% | $5,611-96.3% | $11,246-98.1% |