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 | $27,805 | $142,405-80.5% | $115,157-75.9% | $152,861-81.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.07% | 41.48%-15.4pp | 35.60%-9.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,268 | $4,010-18.5% | $3,179+2.8% | $4,762-31.4% |
| Participant deferral / active EE | $3,268 | $5,164-36.7% | $4,168-21.6% | $5,850-44.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |