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 3-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 | $30,433 | $100,773-69.8% | $88,946-65.8% | $142,382-78.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 251.80% | 70.18%+181.6pp | 57.82%+194.0pp | 217.08%+34.7pp |
| Employer contribution / active EE | $1,858 | $2,918-36.3% | $2,555-27.3% | $4,299-56.8% |
| Participant deferral / active EE | $3,909 | $5,230-25.3% | $4,581-14.7% | $6,507-39.9% |
| Admin fee / account holder | $72 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |