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 | $32,630 | $110,502-70.5% | $80,716-59.6% | $167,490-80.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.83% | 120.54%-102.7pp | 87.28%-69.4pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,820 | $1,543+147.6% | $1,160+229.3% | $4,837-21.0% |
| Participant deferral / active EE | $6,380 | $2,871+122.2% | $2,146+197.3% | $6,341+0.6% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |