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 | $50,073 | $80,717-38.0% | $154,803-67.7% | $84,808-41.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.62% | 37.96%-16.3pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $991 | $2,761-64.1% | $4,305-77.0% | $2,631-62.3% |
| Participant deferral / active EE | $2,265 | $3,303-31.4% | $5,540-59.1% | $4,212-46.2% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |