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 | $16,040 | $109,817-85.4% | $98,442-83.7% | $167,490-90.4% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 15.96% | 1956.69%-1940.7pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $994 | $3,224-69.2% | $2,960-66.4% | $4,837-79.5% |
| Participant deferral / active EE | $1,957 | $4,673-58.1% | $4,276-54.2% | $6,341-69.1% |
| Admin fee / account holder | $297 | $6,753-95.6% | $5,949-95.0% | $12,309-97.6% |