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 | $26,784 | $232,540-88.5% | $185,117-85.5% | $147,584-81.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.67% | 43.03%-24.4pp | 40.50%-21.8pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,745 | $5,195-66.4% | $4,182-58.3% | $4,876-64.2% |
| Participant deferral / active EE | $4,243 | $5,834-27.3% | $5,045-15.9% | $5,439-22.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |