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 | $52,791 | $58,512-9.8% | $84,015-37.2% | $72,985-27.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.66% | 28.93%-7.3pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $597 | $1,163-48.6% | $1,983-69.9% | $2,440-75.5% |
| Participant deferral / active EE | $3,377 | $2,394+41.1% | $3,239+4.3% | $3,607-6.4% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |