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 | $27,792 | $110,257-74.8% | $96,544-71.2% | $139,434-80.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 16.37% | 26.32%-9.9pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,367 | $5,548-57.3% | $4,851-51.2% | $6,710-64.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |