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 9-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 | $28,226 | $48,795-42.2% | $65,493-56.9% | $84,808-66.7% |
| Participation rate | 96.8% | 67.0%+29.8pp | 73.1%+23.7pp | 68.3%+28.5pp |
| Annual return | 17.56% | 20.20%-2.6pp | 982.45%-964.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,211 | $1,930+66.4% | $2,574+24.7% | $2,631+22.0% |
| Participant deferral / active EE | $1,764 | $2,928-39.8% | $3,961-55.5% | $4,212-58.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |