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 | $15,429 | $210,648-92.7% | $177,989-91.3% | $145,922-89.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.57% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,274 | $4,565-72.1% | $3,949-67.7% | $4,660-72.7% |
| Participant deferral / active EE | $3,942 | $6,958-43.3% | $6,276-37.2% | $6,688-41.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |