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 | $34,151 | $109,817-68.9% | $98,442-65.3% | $167,490-79.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.87% | 1956.69%-1937.8pp | 1492.73%-1473.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,835 | $3,224-43.1% | $2,960-38.0% | $4,837-62.1% |
| Participant deferral / active EE | $4,094 | $4,673-12.4% | $4,276-4.3% | $6,341-35.4% |
| Admin fee / account holder | $221 | $6,753-96.7% | $5,949-96.3% | $12,309-98.2% |