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 | $25,912 | $109,817-76.4% | $98,442-73.7% | $167,490-84.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 10.35% | 1956.69%-1946.3pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,142 | $3,224-64.6% | $2,960-61.4% | $4,837-76.4% |
| Participant deferral / active EE | $5,862 | $4,673+25.4% | $4,276+37.1% | $6,341-7.6% |
| Admin fee / account holder | $188 | $6,753-97.2% | $5,949-96.8% | $12,309-98.5% |