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 9-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 | $37,371 | $150,187-75.1% | $120,354-68.9% | $145,922-74.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.00% | 154.07%-137.1pp | 107.15%-90.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,565 | $4,348-64.0% | $3,463-54.8% | $4,660-66.4% |
| Participant deferral / active EE | $6,723 | $6,173+8.9% | $4,991+34.7% | $6,688+0.5% |
| Admin fee / account holder | $156 | $12,207-98.7% | $9,423-98.3% | $13,397-98.8% |