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 | $21,035 | $70,756-70.3% | $65,493-67.9% | $142,382-85.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.74% | 1754.89%-1742.2pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $531 | $2,881-81.6% | $2,574-79.4% | $4,299-87.7% |
| Participant deferral / active EE | $3,711 | $4,637-20.0% | $3,961-6.3% | $6,507-43.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |