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 | $40,206 | $107,015-62.4% | $73,545-45.3% | $147,584-72.8% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 20.11% | 38.25%-18.1pp | -15.16%+35.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $285 | $1,760-83.8% | $1,219-76.6% | $4,876-94.2% |
| Participant deferral / active EE | $2,667 | $2,462+8.3% | $1,806+47.6% | $5,439-51.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |