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 | $22,386 | $102,616-78.2% | $81,983-72.7% | $158,922-85.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.62% | 61.04%-44.4pp | 41.31%-24.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,726 | $3,240-15.9% | $2,498+9.1% | $4,761-42.7% |
| Participant deferral / active EE | $3,270 | $4,648-29.7% | $3,722-12.2% | $5,982-45.3% |
| Admin fee / account holder | $31 | $8,235-99.6% | $5,664-99.4% | $11,246-99.7% |