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 | $39,703 | $112,881-64.8% | $90,951-56.3% | $158,922-75.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 43.10% | 215.79%-172.7pp | 134.60%-91.5pp | 302.83%-259.7pp |
| Employer contribution / active EE | $6,953 | $2,893+140.3% | $2,122+227.7% | $4,761+46.0% |
| Participant deferral / active EE | $12,659 | $4,128+206.7% | $3,373+275.3% | $5,982+111.6% |
| Admin fee / account holder | $110 | $8,041-98.6% | $5,959-98.2% | $11,246-99.0% |