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 | $11,543 | $96,635-88.1% | $86,612-86.7% | $139,434-91.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.16% | 106.41%-87.3pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,941 | $3,263-40.5% | $3,022-35.8% | $4,751-59.2% |
| Participant deferral / active EE | $3,155 | $4,836-34.8% | $4,438-28.9% | $6,710-53.0% |
| Admin fee / account holder | $79 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |