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 | $15,455 | $100,852-84.7% | $90,404-82.9% | $158,922-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.16% | 1724.20%-1707.0pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,906 | $3,689-48.3% | $3,262-41.6% | $4,761-60.0% |
| Participant deferral / active EE | $2,626 | $4,348-39.6% | $3,963-33.8% | $5,982-56.1% |
| Admin fee / account holder | $262 | $6,501-96.0% | $5,611-95.3% | $11,246-97.7% |