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 | $114,575 | $152,587-24.9% | $125,175-8.5% | $152,861-25.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 28.54% | 54.84%-26.3pp | 43.79%-15.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,479 | $4,946-70.1% | $3,865-61.7% | $4,762-68.9% |
| Participant deferral / active EE | $4,182 | $5,868-28.7% | $4,937-15.3% | $5,850-28.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |