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 | $26,885 | $100,852-73.3% | $90,404-70.3% | $158,922-83.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.78% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,625 | $3,689-56.0% | $3,262-50.2% | $4,761-65.9% |
| Participant deferral / active EE | $1,760 | $4,348-59.5% | $3,963-55.6% | $5,982-70.6% |
| Admin fee / account holder | $94 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |