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 7-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 | $12,450 | $100,852-87.7% | $90,404-86.2% | $158,922-92.2% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.0pp |
| Annual return | 42.45% | 1724.20%-1681.8pp | 1293.02%-1250.6pp | 302.83%-260.4pp |
| Employer contribution / active EE | $1,228 | $3,689-66.7% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $3,356 | $4,348-22.8% | $3,963-15.3% | $5,982-43.9% |
| Admin fee / account holder | $294 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |