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 | $24,393 | $107,334-77.3% | $92,893-73.7% | $152,861-84.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 15.97% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,942 | $4,221-54.0% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $3,179 | $4,845-34.4% | $4,236-25.0% | $5,850-45.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |