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 | $37,495 | $104,664-64.2% | $85,682-56.2% | $167,490-77.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.89% | 21.45%-11.6pp | 21.49%-11.6pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,551 | $3,337+36.4% | $2,618+73.8% | $4,837-5.9% |
| Participant deferral / active EE | $4,911 | $4,824+1.8% | $3,923+25.2% | $6,341-22.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |