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 | $40,897 | $90,503-54.8% | $78,689-48.0% | $273,961-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,241 | $3,176-60.9% | $2,851-56.5% | $4,869-74.5% |
| Participant deferral / active EE | $2,710 | $3,901-30.5% | $3,517-22.9% | $5,287-48.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |