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 9-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 | $41,110 | $109,327-62.4% | $89,391-54.0% | $158,922-74.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 16.54% | 345.68%-329.1pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $566 | $3,170-82.1% | $2,586-78.1% | $4,761-88.1% |
| Participant deferral / active EE | $1,372 | $4,598-70.2% | $3,890-64.7% | $5,982-77.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |