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 | $37,382 | $102,616-63.6% | $81,983-54.4% | $158,922-76.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 24.42% | 61.04%-36.6pp | 41.31%-16.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,008 | $3,240-38.0% | $2,498-19.6% | $4,761-57.8% |
| Participant deferral / active EE | $9,502 | $4,648+104.4% | $3,722+155.3% | $5,982+58.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |