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 | $40,014 | $102,828-61.1% | $105,387-62.0% | $152,861-73.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.82% | 20.85%-2.0pp | 26.82%-8.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,392 | $4,473-46.5% | $4,213-43.2% | $4,762-49.8% |
| Participant deferral / active EE | $10,146 | $5,465+85.7% | $5,502+84.4% | $5,850+73.4% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |