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 | $37,155 | $107,015-65.3% | $73,545-49.5% | $147,584-74.8% |
| Participation rate | 84.6% | 66.4%+18.2pp | 54.9%+29.7pp | 82.8%+1.8pp |
| Annual return | 16.49% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $584 | $1,760-66.8% | $1,219-52.1% | $4,876-88.0% |
| Participant deferral / active EE | $2,409 | $2,462-2.2% | $1,806+33.4% | $5,439-55.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |