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 | $31,821 | $115,770-72.5% | $101,248-68.6% | $158,922-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.51% | 56.14%-42.6pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,353 | $4,175-43.6% | $3,660-35.7% | $4,761-50.6% |
| Participant deferral / active EE | $2,899 | $4,957-41.5% | $4,370-33.7% | $5,982-51.5% |
| Admin fee / account holder | $195 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |