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 | $79,202 | $99,020-20.0% | $86,590-8.5% | $147,584-46.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,479 | $3,132-52.8% | $2,839-47.9% | $4,876-69.7% |
| Participant deferral / active EE | $4,857 | $3,972+22.3% | $3,609+34.6% | $5,439-10.7% |
| Admin fee / account holder | $242 | $5,710-95.8% | $4,906-95.1% | $10,885-97.8% |