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 6-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 | $17,552 | $30,400-42.3% | $53,898-67.4% | $84,808-79.3% |
| Participation rate | 71.4% | 46.4%+25.0pp | 55.0%+16.5pp | 68.3%+3.1pp |
| Annual return | 1272.90% | 500.19%+772.7pp | 528.60%+744.3pp | 40.90%+1232.0pp |
| Employer contribution / active EE | $267 | $603-55.7% | $932-71.3% | $2,631-89.9% |
| Participant deferral / active EE | $5,573 | $1,199+365.0% | $1,826+205.2% | $4,212+32.3% |
| Admin fee / account holder | $69 | $1,993-96.5% | $2,491-97.2% | $7,344-99.1% |