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 | $82,581 | $176,377-53.2% | $134,143-38.4% | $158,922-48.0% |
| Participation rate | 87.0% | 78.7%+8.3pp | 72.2%+14.8pp | 82.0%+5.0pp |
| Annual return | 56.68% | 63.63%-6.9pp | 36.33%+20.4pp | 302.83%-246.1pp |
| Employer contribution / active EE | $941 | $5,040-81.3% | $3,704-74.6% | $4,761-80.2% |
| Participant deferral / active EE | $5,059 | $4,091+23.7% | $3,499+44.6% | $5,982-15.4% |
| Admin fee / account holder | $2 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |