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 | $13,644 | $109,817-87.6% | $98,442-86.1% | $167,490-91.9% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 10.05% | 1956.69%-1946.6pp | 1492.73%-1482.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $403 | $3,224-87.5% | $2,960-86.4% | $4,837-91.7% |
| Participant deferral / active EE | $910 | $4,673-80.5% | $4,276-78.7% | $6,341-85.6% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |