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 | $38,474 | $116,175-66.9% | $93,606-58.9% | $152,861-74.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.82% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,466 | $3,218+38.8% | $2,718+64.3% | $4,762-6.2% |
| Participant deferral / active EE | $2,987 | $4,603-35.1% | $4,069-26.6% | $5,850-48.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |