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 | $34,427 | $109,982-68.7% | $97,226-64.6% | $145,922-76.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.80% | 242.90%-223.1pp | 75.13%-55.3pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,347 | $3,084-56.3% | $2,729-50.6% | $4,660-71.1% |
| Participant deferral / active EE | $5,616 | $4,676+20.1% | $4,264+31.7% | $6,688-16.0% |
| Admin fee / account holder | $203 | $6,221-96.7% | $5,654-96.4% | $13,397-98.5% |