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 | $46,617 | $83,337-44.1% | $67,834-31.3% | $273,961-83.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.77% | 259.45%-249.7pp | 138.47%-128.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,521 | $3,287-23.3% | $2,403+4.9% | $4,869-48.2% |
| Participant deferral / active EE | $3,499 | $4,088-14.4% | $3,160+10.7% | $5,287-33.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |