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 | $17,222 | $124,185-86.1% | $108,410-84.1% | $167,490-89.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 21.12% | 1379.64%-1358.5pp | 905.27%-884.2pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,559 | $4,187-62.8% | $3,558-56.2% | $4,837-67.8% |
| Participant deferral / active EE | $5,648 | $6,908-18.2% | $6,563-13.9% | $6,341-10.9% |
| Admin fee / account holder | $9 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |