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 | $38,080 | $70,606-46.1% | $53,898-29.3% | $142,382-73.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 8.77% | 619.81%-611.0pp | 528.60%-519.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,046 | $1,202-13.0% | $932+12.2% | $4,299-75.7% |
| Participant deferral / active EE | $1,514 | $2,364-36.0% | $1,826-17.1% | $6,507-76.7% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |