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 7-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 | $52,976 | $108,172-51.0% | $77,482-31.6% | $158,922-66.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.41% | 31.67%-19.3pp | 54.79%-42.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $476 | $1,325-64.1% | $986-51.8% | $4,761-90.0% |
| Participant deferral / active EE | $688 | $2,456-72.0% | $1,861-63.1% | $5,982-88.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |