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 | $59,242 | $70,756-16.3% | $65,493-9.5% | $142,382-58.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.18% | 1754.89%-1740.7pp | 982.45%-968.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,683 | $2,881-41.6% | $2,574-34.6% | $4,299-60.9% |
| Participant deferral / active EE | $4,236 | $4,637-8.7% | $3,961+6.9% | $6,507-34.9% |
| Admin fee / account holder | $56 | $6,559-99.2% | $5,028-98.9% | $12,624-99.6% |