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 | $21,197 | $100,773-79.0% | $88,946-76.2% | $142,382-85.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 11.90% | 70.18%-58.3pp | 57.82%-45.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,835 | $2,918-37.1% | $2,555-28.2% | $4,299-57.3% |
| Participant deferral / active EE | $3,822 | $5,230-26.9% | $4,581-16.6% | $6,507-41.3% |
| Admin fee / account holder | $2 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |