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 | $13,054 | $102,616-87.3% | $81,983-84.1% | $158,922-91.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 44.49% | 61.04%-16.5pp | 41.31%+3.2pp | 302.83%-258.3pp |
| Employer contribution / active EE | $1,378 | $3,240-57.5% | $2,498-44.8% | $4,761-71.1% |
| Participant deferral / active EE | $4,759 | $4,648+2.4% | $3,722+27.9% | $5,982-20.4% |
| Admin fee / account holder | $68 | $8,235-99.2% | $5,664-98.8% | $11,246-99.4% |