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 | $36,439 | $107,934-66.2% | $91,989-60.4% | $152,861-76.2% |
| Participation rate | 86.7% | 81.2%+5.5pp | 78.6%+8.0pp | 82.4%+4.2pp |
| Annual return | 27.13% | 89.24%-62.1pp | 69.02%-41.9pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,067 | $4,210-27.2% | $3,452-11.2% | $4,762-35.6% |
| Participant deferral / active EE | $3,996 | $6,364-37.2% | $5,923-32.5% | $5,850-31.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |