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 | $16,711 | $109,817-84.8% | $98,442-83.0% | $167,490-90.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.38% | 1956.69%-1943.3pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $389 | $3,224-87.9% | $2,960-86.9% | $4,837-92.0% |
| Participant deferral / active EE | $1,832 | $4,673-60.8% | $4,276-57.2% | $6,341-71.1% |
| Admin fee / account holder | $39 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |