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 | $31,243 | $81,625-61.7% | $58,482-46.6% | $139,434-77.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.96% | 7404.20%-7392.2pp | 4239.32%-4227.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,233 | $1,398-11.8% | $1,053+17.1% | $4,751-74.0% |
| Participant deferral / active EE | $4,754 | $2,557+86.0% | $1,924+147.1% | $6,710-29.2% |
| Admin fee / account holder | $150 | $3,265-95.4% | $2,516-94.0% | $11,403-98.7% |