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 | $28,739 | $104,907-72.6% | $84,611-66.0% | $152,861-81.2% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 26.95% | 373.79%-346.8pp | 258.74%-231.8pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,629 | $3,302-50.7% | $2,652-38.6% | $4,762-65.8% |
| Participant deferral / active EE | $4,362 | $4,688-6.9% | $3,899+11.9% | $5,850-25.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |