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 | $16,540 | $88,751-81.4% | $81,812-79.8% | $145,922-88.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.53% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,819 | $3,083-41.0% | $2,912-37.5% | $4,660-61.0% |
| Participant deferral / active EE | $2,097 | $4,643-54.8% | $4,319-51.4% | $6,688-68.6% |
| Admin fee / account holder | $139 | $8,415-98.3% | $7,386-98.1% | $13,397-99.0% |