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 10-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 | $31,739 | $129,217-75.4% | $93,406-66.0% | $158,922-80.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 6.74% | 118.21%-111.5pp | 78.05%-71.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $6,818 | $2,711+151.5% | $2,075+228.6% | $4,761+43.2% |
| Participant deferral / active EE | $1,225 | $3,909-68.7% | $3,126-60.8% | $5,982-79.5% |
| Admin fee / account holder | $57 | $7,383-99.2% | $5,230-98.9% | $11,246-99.5% |