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 | $37,384 | $81,632-54.2% | $70,449-46.9% | $158,922-76.5% |
| Participation rate | 72.2% | 77.7%-5.5pp | 75.1%-2.8pp | 82.0%-9.7pp |
| Annual return | 17.78% | 208.40%-190.6pp | 109.03%-91.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $943 | $3,217-70.7% | $2,737-65.5% | $4,761-80.2% |
| Participant deferral / active EE | $2,314 | $4,554-49.2% | $3,709-37.6% | $5,982-61.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |