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 | $15,633 | $100,852-84.5% | $90,404-82.7% | $158,922-90.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 17.24% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $918 | $3,689-75.1% | $3,262-71.8% | $4,761-80.7% |
| Participant deferral / active EE | $2,642 | $4,348-39.2% | $3,963-33.3% | $5,982-55.8% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |