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 | $123,728 | $162,781-24.0% | $133,956-7.6% | $158,922-22.1% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 19.00% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,355 | $4,975-72.8% | $3,919-65.4% | $4,761-71.5% |
| Participant deferral / active EE | $3,981 | $5,911-32.7% | $5,048-21.1% | $5,982-33.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |