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 | $30,779 | $158,398-80.6% | $126,539-75.7% | $142,382-78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.25% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,701 | $4,650-63.4% | $3,674-53.7% | $4,299-60.4% |
| Participant deferral / active EE | $3,616 | $4,767-24.1% | $4,083-11.4% | $6,507-44.4% |
| Admin fee / account holder | $237 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |