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 | $33,831 | $107,334-68.5% | $92,893-63.6% | $152,861-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.24% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,114 | $4,221+92.2% | $3,653+122.1% | $4,762+70.4% |
| Participant deferral / active EE | $6,352 | $4,845+31.1% | $4,236+49.9% | $5,850+8.6% |
| Admin fee / account holder | $296 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |