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 | $13,544 | $100,852-86.6% | $90,404-85.0% | $158,922-91.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 28.91% | 1724.20%-1695.3pp | 1293.02%-1264.1pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,124 | $3,689-42.4% | $3,262-34.9% | $4,761-55.4% |
| Participant deferral / active EE | $2,535 | $4,348-41.7% | $3,963-36.0% | $5,982-57.6% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |