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 | $50,287 | $77,419-35.0% | $69,455-27.6% | $152,861-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.35% | 39.06%-14.7pp | 28.97%-4.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,069 | $3,315-67.8% | $2,779-61.5% | $4,762-77.6% |
| Participant deferral / active EE | $13,844 | $4,414+213.7% | $3,535+291.6% | $5,850+136.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |