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 | $29,186 | $176,056-83.4% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 13.41% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,318 | $5,297-75.1% | $4,829-72.7% | $4,837-72.8% |
| Participant deferral / active EE | $3,009 | $7,750-61.2% | $7,352-59.1% | $6,341-52.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |