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 | $62,532 | $117,381-46.7% | $99,443-37.1% | $152,861-59.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 14.51% | 31.87%-17.4pp | 30.72%-16.2pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,532 | $3,013-49.1% | $2,540-39.7% | $4,762-67.8% |
| Participant deferral / active EE | $5,229 | $4,086+28.0% | $3,619+44.5% | $5,850-10.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |