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 7-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 | $42,474 | $83,337-49.0% | $67,834-37.4% | $273,961-84.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.51% | 259.45%-248.9pp | 138.47%-128.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,220 | $3,287-32.5% | $2,403-7.6% | $4,869-54.4% |
| Participant deferral / active EE | $2,775 | $4,088-32.1% | $3,160-12.2% | $5,287-47.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |