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 | $34,656 | $115,770-70.1% | $101,248-65.8% | $158,922-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.13% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,425 | $4,175-41.9% | $3,660-33.7% | $4,761-49.1% |
| Participant deferral / active EE | $4,884 | $4,957-1.5% | $4,370+11.8% | $5,982-18.4% |
| Admin fee / account holder | $115 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |