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 10-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 | $35,926 | $99,020-63.7% | $86,590-58.5% | $147,584-75.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 22.16% | 1312.34%-1290.2pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,452 | $3,132+10.2% | $2,839+21.6% | $4,876-29.2% |
| Participant deferral / active EE | $7,050 | $3,972+77.5% | $3,609+95.4% | $5,439+29.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |