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 | $43,399 | $57,281-24.2% | $86,612-49.9% | $75,163-42.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.25% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.4pp |
| Employer contribution / active EE | $657 | $2,314-71.6% | $3,022-78.3% | $2,670-75.4% |
| Participant deferral / active EE | $3,130 | $3,318-5.7% | $4,438-29.5% | $4,125-24.1% |
| Admin fee / account holder | $294 | $4,112-92.9% | $5,614-94.8% | $5,651-94.8% |