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 6-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 | $32,616 | $81,632-60.0% | $70,449-53.7% | $158,922-79.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 44.33% | 208.40%-164.1pp | 109.03%-64.7pp | 302.83%-258.5pp |
| Employer contribution / active EE | $13,256 | $3,217+312.0% | $2,737+384.4% | $4,761+178.4% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10 | $6,193-99.8% | $3,845-99.7% | $11,246-99.9% |