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 6-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 | $43,558 | $176,377-75.3% | $134,143-67.5% | $158,922-72.6% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 15.50% | 63.63%-48.1pp | 36.33%-20.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $300 | $5,040-94.0% | $3,704-91.9% | $4,761-93.7% |
| Participant deferral / active EE | $6,500 | $4,091+58.9% | $3,499+85.8% | $5,982+8.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |