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 8-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 | $38,820 | $124,185-68.7% | $108,410-64.2% | $167,490-76.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 16.45% | 1379.64%-1363.2pp | 905.27%-888.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,572 | $4,187-62.5% | $3,558-55.8% | $4,837-67.5% |
| Participant deferral / active EE | $4,085 | $6,908-40.9% | $6,563-37.8% | $6,341-35.6% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |