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 | $12,989 | $76,000-82.9% | $154,107-91.6% | $64,186-79.8% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | 2.21% | 30.32%-28.1pp | 735.12%-732.9pp | 7.63%-5.4pp |
| Employer contribution / active EE | $1,706 | $3,351-49.1% | $5,298-67.8% | $2,381-28.4% |
| Participant deferral / active EE | $3,562 | $3,175+12.2% | $5,081-29.9% | $3,470+2.7% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |