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 | $58,215 | $112,881-48.4% | $90,951-36.0% | $158,922-63.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.46% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $980 | $2,893-66.1% | $2,122-53.8% | $4,761-79.4% |
| Participant deferral / active EE | $5,837 | $4,128+41.4% | $3,373+73.1% | $5,982-2.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |