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 | $31,602 | $64,307-50.9% | $57,343-44.9% | $125,391-74.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.63% | 25.12%-24.5pp | 24.39%-23.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $10,758 | $3,193+236.9% | $2,689+300.1% | $4,866+121.1% |
| Participant deferral / active EE | $6,396 | $3,848+66.2% | $3,162+102.2% | $5,352+19.5% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |