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 4-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 | $30,590 | $118,849-74.3% | $96,562-68.3% | $167,490-81.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.80% | 50.49%-36.7pp | 37.78%-24.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $954 | $3,120-69.4% | $2,356-59.5% | $4,837-80.3% |
| Participant deferral / active EE | $4,152 | $4,616-10.1% | $3,849+7.9% | $6,341-34.5% |
| Admin fee / account holder | $11 | $8,065-99.9% | $6,181-99.8% | $12,309-99.9% |