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 | $68,206 | $162,781-58.1% | $133,956-49.1% | $158,922-57.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 15.60% | 41.94%-26.3pp | 45.09%-29.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,006 | $4,975-59.7% | $3,919-48.8% | $4,761-57.9% |
| Participant deferral / active EE | $4,011 | $5,911-32.1% | $5,048-20.5% | $5,982-32.9% |
| Admin fee / account holder | $4 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |