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 | $16,064 | $100,852-84.1% | $90,404-82.2% | $158,922-89.9% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 43.87% | 1724.20%-1680.3pp | 1293.02%-1249.1pp | 302.83%-259.0pp |
| Employer contribution / active EE | $2,022 | $3,689-45.2% | $3,262-38.0% | $4,761-57.5% |
| Participant deferral / active EE | $2,715 | $4,348-37.6% | $3,963-31.5% | $5,982-54.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |