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 | $17,425 | $104,907-83.4% | $84,611-79.4% | $152,861-88.6% |
| Participation rate | 85.0% | 74.8%+10.2pp | 68.2%+16.8pp | 82.4%+2.6pp |
| Annual return | 28.62% | 373.79%-345.2pp | 258.74%-230.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,736 | $4,688-41.6% | $3,899-29.8% | $5,850-53.2% |
| Admin fee / account holder | $285 | $6,241-95.4% | $4,912-94.2% | $11,596-97.5% |