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 6-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 | $20,562 | $88,751-76.8% | $81,812-74.9% | $145,922-85.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 20.83% | 1025.40%-1004.6pp | 773.79%-753.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,580 | $4,643-66.0% | $4,319-63.4% | $6,688-76.4% |
| Admin fee / account holder | $83 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |