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 | $30,354 | $77,419-60.8% | $69,455-56.3% | $152,861-80.1% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.4%-6.0pp |
| Annual return | 26.65% | 39.06%-12.4pp | 28.97%-2.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $955 | $3,315-71.2% | $2,779-65.6% | $4,762-80.0% |
| Participant deferral / active EE | $2,288 | $4,414-48.2% | $3,535-35.3% | $5,850-60.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |