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 | $29,684 | $116,175-74.4% | $93,606-68.3% | $152,861-80.6% |
| Participation rate | 92.3% | 78.0%+14.3pp | 75.8%+16.5pp | 82.4%+9.9pp |
| Annual return | 28.32% | 35.96%-7.6pp | 32.76%-4.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,024 | $3,218-37.1% | $2,718-25.6% | $4,762-57.5% |
| Participant deferral / active EE | $5,585 | $4,603+21.3% | $4,069+37.3% | $5,850-4.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |