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 | $44,038 | $98,240-55.2% | $82,313-46.5% | $147,584-70.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.24% | 30.85%-6.6pp | 25.88%-1.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,075 | $3,192-35.0% | $2,428-14.5% | $4,876-57.4% |
| Participant deferral / active EE | $7,525 | $4,383+71.7% | $3,706+103.0% | $5,439+38.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |