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 8-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 | $29,383 | $100,773-70.8% | $88,946-67.0% | $142,382-79.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.13% | 70.18%-48.1pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,800 | $2,918+30.2% | $2,555+48.7% | $4,299-11.6% |
| Participant deferral / active EE | $9,006 | $5,230+72.2% | $4,581+96.6% | $6,507+38.4% |
| Admin fee / account holder | $181 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |