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 | $27,034 | $115,770-76.6% | $101,248-73.3% | $158,922-83.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 37.86% | 56.14%-18.3pp | 46.47%-8.6pp | 302.83%-265.0pp |
| Employer contribution / active EE | $2,065 | $4,175-50.5% | $3,660-43.6% | $4,761-56.6% |
| Participant deferral / active EE | $3,480 | $4,957-29.8% | $4,370-20.4% | $5,982-41.8% |
| Admin fee / account holder | $4 | $7,245-100.0% | $5,945-99.9% | $11,246-100.0% |