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 | $55,844 | $115,882-51.8% | $100,516-44.4% | $158,922-64.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 31.54% | 34.79%-3.2pp | 30.89%+0.7pp | 302.83%-271.3pp |
| Employer contribution / active EE | $2,089 | $4,103-49.1% | $3,418-38.9% | $4,761-56.1% |
| Participant deferral / active EE | $2,650 | $6,674-60.3% | $6,270-57.7% | $5,982-55.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |