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 9-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 | $33,378 | $118,680-71.9% | $98,907-66.3% | $158,922-79.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 13.16% | 372.35%-359.2pp | 196.43%-183.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,119 | $3,333-36.4% | $2,689-21.2% | $4,761-55.5% |
| Participant deferral / active EE | $6,340 | $5,088+24.6% | $4,244+49.4% | $5,982+6.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |