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 | $31,972 | $81,632-60.8% | $70,449-54.6% | $158,922-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.41% | 208.40%-184.0pp | 109.03%-84.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,885 | $3,217-41.4% | $2,737-31.1% | $4,761-60.4% |
| Participant deferral / active EE | $2,761 | $4,554-39.4% | $3,709-25.6% | $5,982-53.8% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |