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 | $13,628 | $102,604-86.7% | $86,188-84.2% | $139,434-90.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 19.11% | 1922.51%-1903.4pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,433 | $3,032-52.7% | $2,380-39.8% | $4,751-69.8% |
| Participant deferral / active EE | $3,174 | $4,676-32.1% | $3,985-20.4% | $6,710-52.7% |
| Admin fee / account holder | $124 | $8,657-98.6% | $6,852-98.2% | $11,403-98.9% |