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 | $44,463 | $104,907-57.6% | $84,611-47.4% | $152,861-70.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 29.68% | 373.79%-344.1pp | 258.74%-229.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,473 | $3,302-55.4% | $2,652-44.5% | $4,762-69.1% |
| Participant deferral / active EE | $19,000 | $4,688+305.3% | $3,899+387.3% | $5,850+224.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |