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 5-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 | $26,095 | $109,817-76.2% | $98,442-73.5% | $167,490-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.90% | 1956.69%-1924.8pp | 1492.73%-1460.8pp | 478.56%-446.7pp |
| Employer contribution / active EE | $2,798 | $3,224-13.2% | $2,960-5.5% | $4,837-42.2% |
| Participant deferral / active EE | $11,467 | $4,673+145.4% | $4,276+168.2% | $6,341+80.8% |
| Admin fee / account holder | $19 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |