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 8-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 | $37,643 | $150,187-74.9% | $120,354-68.7% | $145,922-74.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.13% | 154.07%-138.9pp | 107.15%-92.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,164 | $4,348-73.2% | $3,463-66.4% | $4,660-75.0% |
| Participant deferral / active EE | $3,864 | $6,173-37.4% | $4,991-22.6% | $6,688-42.2% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |