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 | $21,169 | $183,519-88.5% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 13.92% | 61.17%-47.2pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,078 | $5,313-79.7% | $4,672-76.9% | $4,660-76.9% |
| Participant deferral / active EE | $2,984 | $6,462-53.8% | $5,626-47.0% | $6,688-55.4% |
| Admin fee / account holder | $285 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |