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 | $29,327 | $103,949-71.8% | $69,182-57.6% | $273,961-89.3% |
| Participation rate | 84.6% | 67.4%+17.3pp | 55.1%+29.5pp | 83.0%+1.6pp |
| Annual return | 8.87% | 35.28%-26.4pp | -21.93%+30.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $664 | $1,783-62.8% | $1,206-45.0% | $4,869-86.4% |
| Participant deferral / active EE | $2,751 | $2,716+1.3% | $1,897+45.0% | $5,287-48.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |