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 9-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 | $31,668 | $107,334-70.5% | $92,893-65.9% | $152,861-79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.76% | 145.58%-119.8pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,040 | $4,221-28.0% | $3,653-16.8% | $4,762-36.2% |
| Participant deferral / active EE | $6,991 | $4,845+44.3% | $4,236+65.0% | $5,850+19.5% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |