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 | $27,734 | $115,770-76.0% | $101,248-72.6% | $158,922-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.78% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,631 | $4,175-13.0% | $3,660-0.8% | $4,761-23.7% |
| Participant deferral / active EE | $4,077 | $4,957-17.8% | $4,370-6.7% | $5,982-31.9% |
| Admin fee / account holder | $169 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |