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 | $99,032 | $81,625+21.3% | $58,482+69.3% | $139,434-29.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.18% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $852 | $1,398-39.1% | $1,053-19.1% | $4,751-82.1% |
| Participant deferral / active EE | $5,053 | $2,557+97.6% | $1,924+162.6% | $6,710-24.7% |
| Admin fee / account holder | $75 | $3,265-97.7% | $2,516-97.0% | $11,403-99.3% |