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 | $28,771 | $89,355-67.8% | $141,162-79.6% | $72,985-60.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.40% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $3,784 | $3,114+21.5% | $4,735-20.1% | $2,440+55.1% |
| Participant deferral / active EE | $8,337 | $5,418+53.9% | $6,709+24.3% | $3,607+131.1% |
| Admin fee / account holder | $42 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |