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 5-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 | $27,186 | $85,022-68.0% | $70,515-61.4% | $139,434-80.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.45% | 30.38%-9.9pp | 32.77%-12.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,892 | $3,909-26.0% | $2,973-2.7% | $4,751-39.1% |
| Participant deferral / active EE | $9,252 | $5,890+57.1% | $4,567+102.6% | $6,710+37.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |