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 | $40,443 | $112,096-63.9% | $95,952-57.9% | $158,922-74.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 11.50% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,227 | $3,198-30.4% | $2,541-12.3% | $4,761-53.2% |
| Participant deferral / active EE | $6,095 | $4,784+27.4% | $4,167+46.3% | $5,982+1.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |