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 | $35,441 | $81,632-56.6% | $70,449-49.7% | $158,922-77.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.58% | 208.40%-188.8pp | 109.03%-89.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $600 | $3,217-81.3% | $2,737-78.1% | $4,761-87.4% |
| Participant deferral / active EE | $5,900 | $4,554+29.6% | $3,709+59.1% | $5,982-1.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |