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 7-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 | $18,527 | $102,604-81.9% | $86,188-78.5% | $139,434-86.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 16.59% | 1922.51%-1905.9pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $985 | $3,032-67.5% | $2,380-58.6% | $4,751-79.3% |
| Participant deferral / active EE | $3,407 | $4,676-27.1% | $3,985-14.5% | $6,710-49.2% |
| Admin fee / account holder | $277 | $8,657-96.8% | $6,852-96.0% | $11,403-97.6% |