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 9-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 | $17,416 | $72,400-75.9% | $67,502-74.2% | $145,922-88.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 14.58% | 7182.46%-7167.9pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $702 | $3,069-77.1% | $2,731-74.3% | $4,660-84.9% |
| Participant deferral / active EE | $3,596 | $4,783-24.8% | $4,000-10.1% | $6,688-46.2% |
| Admin fee / account holder | $278 | $5,539-95.0% | $3,998-93.1% | $13,397-97.9% |