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 | $54,149 | $140,588-61.5% | $123,104-56.0% | $125,391-56.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.52% | 16.80%-14.3pp | 13.22%-10.7pp | 282.22%-279.7pp |
| Employer contribution / active EE | $2,409 | $6,041-60.1% | $5,151-53.2% | $4,866-50.5% |
| Participant deferral / active EE | $9,849 | $6,980+41.1% | $6,230+58.1% | $5,352+84.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |