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 4-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 | $34,887 | $49,173-29.1% | $121,098-71.2% | $75,163-53.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 35.24% | 55.99%-20.8pp | 985.75%-950.5pp | 160.62%-125.4pp |
| Employer contribution / active EE | $3,574 | $1,546+131.2% | $4,164-14.2% | $2,670+33.9% |
| Participant deferral / active EE | $3,701 | $2,628+40.9% | $4,080-9.3% | $4,125-10.3% |
| Admin fee / account holder | $247 | $3,942-93.7% | $5,644-95.6% | $5,651-95.6% |