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 | $9,174 | $76,738-88.0% | $56,411-83.7% | $145,922-93.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.86% | 2994.23%-2988.4pp | 1701.33%-1695.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,813 | $1,380+31.4% | $1,039+74.5% | $4,660-61.1% |
| Participant deferral / active EE | $1,545 | $2,623-41.1% | $1,952-20.8% | $6,688-76.9% |
| Admin fee / account holder | $168 | $3,334-95.0% | $2,829-94.1% | $13,397-98.7% |