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 | $47,798 | $70,756-32.4% | $65,493-27.0% | $142,382-66.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 1754.89%-1735.8pp | 982.45%-963.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,098 | $2,881+7.6% | $2,574+20.3% | $4,299-27.9% |
| Participant deferral / active EE | $6,483 | $4,637+39.8% | $3,961+63.7% | $6,507-0.4% |
| Admin fee / account holder | $197 | $6,559-97.0% | $5,028-96.1% | $12,624-98.4% |