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 | $29,623 | $115,770-74.4% | $101,248-70.7% | $158,922-81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.80% | 56.14%-22.3pp | 46.47%-12.7pp | 302.83%-269.0pp |
| Employer contribution / active EE | $14,728 | $4,175+252.8% | $3,660+302.5% | $4,761+209.3% |
| Participant deferral / active EE | $3,527 | $4,957-28.8% | $4,370-19.3% | $5,982-41.0% |
| Admin fee / account holder | $191 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |