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 | $8,319 | $72,400-88.5% | $67,502-87.7% | $145,922-94.3% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 13.55% | 7182.46%-7168.9pp | 3512.12%-3498.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $629 | $3,069-79.5% | $2,731-77.0% | $4,660-86.5% |
| Participant deferral / active EE | $1,439 | $4,783-69.9% | $4,000-64.0% | $6,688-78.5% |
| Admin fee / account holder | $278 | $5,539-95.0% | $3,998-93.1% | $13,397-97.9% |