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 | $25,967 | $102,317-74.6% | $146,958-82.3% | $80,856-67.9% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 15.90% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,671 | $3,713-55.0% | $4,933-66.1% | $2,755-39.3% |
| Participant deferral / active EE | $3,494 | $6,644-47.4% | $8,070-56.7% | $4,296-18.7% |
| Admin fee / account holder | $69 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |