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 10-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 | $36,300 | $73,515-50.6% | $62,995-42.4% | $147,584-75.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.33% | 175.43%-152.1pp | 87.57%-64.2pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,236 | $3,320-32.6% | $2,759-18.9% | $4,876-54.1% |
| Participant deferral / active EE | $4,396 | $4,185+5.0% | $3,329+32.0% | $5,439-19.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |