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 | $33,824 | $115,770-70.8% | $101,248-66.6% | $158,922-78.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 64.47% | 56.14%+8.3pp | 46.47%+18.0pp | 302.83%-238.4pp |
| Employer contribution / active EE | $1,257 | $4,175-69.9% | $3,660-65.6% | $4,761-73.6% |
| Participant deferral / active EE | $7,402 | $4,957+49.3% | $4,370+69.4% | $5,982+23.7% |
| Admin fee / account holder | $105 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |