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 | $17,201 | $109,327-84.3% | $89,391-80.8% | $158,922-89.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.06% | 345.68%-338.6pp | 245.62%-238.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,998 | $3,170-37.0% | $2,586-22.7% | $4,761-58.0% |
| Participant deferral / active EE | $7,583 | $4,598+64.9% | $3,890+94.9% | $5,982+26.8% |
| Admin fee / account holder | $87 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |