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 6-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 | $30,847 | $108,919-71.7% | $100,391-69.3% | $145,922-78.9% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 16.17% | 57.88%-41.7pp | 49.20%-33.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,573 | $8,445+13.4% | $8,082+18.5% | $6,688+43.1% |
| Admin fee / account holder | $112 | $9,689-98.8% | $7,899-98.6% | $13,397-99.2% |