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 | $75,474 | $85,022-11.2% | $70,515+7.0% | $139,434-45.9% |
| Participation rate | 70.6% | 73.9%-3.3pp | 68.3%+2.2pp | 80.3%-9.7pp |
| Annual return | 19.38% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,228 | $3,909-68.6% | $2,973-58.7% | $4,751-74.2% |
| Participant deferral / active EE | $6,138 | $5,890+4.2% | $4,567+34.4% | $6,710-8.5% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |