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 | $23,103 | $105,859-78.2% | $90,160-74.4% | $147,584-84.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.81% | 37.63%-12.8pp | 34.88%-10.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $4,667 | $4,126+13.1% | $3,318+40.7% | $4,876-4.3% |
| Participant deferral / active EE | $4,282 | $5,733-25.3% | $5,288-19.0% | $5,439-21.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |