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 | $23,032 | $100,852-77.2% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 18.99% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,084 | $3,689-70.6% | $3,262-66.8% | $4,761-77.2% |
| Participant deferral / active EE | $2,399 | $4,348-44.8% | $3,963-39.5% | $5,982-59.9% |
| Admin fee / account holder | $47 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |