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 | $29,627 | $58,512-49.4% | $84,015-64.7% | $72,985-59.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.09% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,872 | $1,163+147.0% | $1,983+44.8% | $2,440+17.7% |
| Participant deferral / active EE | $1,939 | $2,394-19.0% | $3,239-40.1% | $3,607-46.2% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |