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 | $42,787 | $159,901-73.2% | $146,958-70.9% | $145,922-70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.83% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,676 | $8,428+26.7% | $8,070+32.3% | $6,688+59.6% |
| Admin fee / account holder | $14 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |