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 | $37,799 | $112,096-66.3% | $95,952-60.6% | $158,922-76.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 32.17% | 171.09%-138.9pp | 91.61%-59.4pp | 302.83%-270.7pp |
| Employer contribution / active EE | $5,518 | $3,198+72.5% | $2,541+117.2% | $4,761+15.9% |
| Participant deferral / active EE | $8,793 | $4,784+83.8% | $4,167+111.0% | $5,982+47.0% |
| Admin fee / account holder | $128 | $10,130-98.7% | $6,795-98.1% | $11,246-98.9% |