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 | $49,025 | $99,079-50.5% | $77,999-37.1% | $273,961-82.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.80% | 217.93%-208.1pp | 425.96%-416.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,804 | $3,308-45.5% | $2,470-27.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,707 | $4,306-37.1% | $3,497-22.6% | $5,287-48.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |