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 | $34,924 | $100,852-65.4% | $90,404-61.4% | $158,922-78.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 17.43% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,467 | $3,689-60.2% | $3,262-55.0% | $4,761-69.2% |
| Participant deferral / active EE | $2,825 | $4,348-35.0% | $3,963-28.7% | $5,982-52.8% |
| Admin fee / account holder | $123 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |