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 | $33,637 | $77,419-56.6% | $69,455-51.6% | $152,861-78.0% |
| Participation rate | 94.4% | 78.1%+16.3pp | 74.6%+19.8pp | 82.4%+12.0pp |
| Annual return | 29.80% | 39.06%-9.3pp | 28.97%+0.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,448 | $3,315-26.2% | $2,779-11.9% | $4,762-48.6% |
| Participant deferral / active EE | $8,758 | $4,414+98.4% | $3,535+147.7% | $5,850+49.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |