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 | $33,516 | $109,817-69.5% | $98,442-66.0% | $167,490-80.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 11.51% | 1956.69%-1945.2pp | 1492.73%-1481.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,438 | $3,224-24.4% | $2,960-17.6% | $4,837-49.6% |
| Participant deferral / active EE | $5,856 | $4,673+25.3% | $4,276+36.9% | $6,341-7.6% |
| Admin fee / account holder | $248 | $6,753-96.3% | $5,949-95.8% | $12,309-98.0% |