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 | $22,635 | $165,335-86.3% | $149,696-84.9% | $158,922-85.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 51.74% | 348.15%-296.4pp | 276.60%-224.9pp | 302.83%-251.1pp |
| Employer contribution / active EE | $3,547 | $5,103-30.5% | $4,644-23.6% | $4,761-25.5% |
| Participant deferral / active EE | $9,912 | $7,181+38.0% | $6,842+44.9% | $5,982+65.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |