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 | $17,640 | $109,817-83.9% | $98,442-82.1% | $167,490-89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.70% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,880 | $3,224-41.7% | $2,960-36.5% | $4,837-61.1% |
| Participant deferral / active EE | $1,700 | $4,673-63.6% | $4,276-60.2% | $6,341-73.2% |
| Admin fee / account holder | $263 | $6,753-96.1% | $5,949-95.6% | $12,309-97.9% |