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 | $67,970 | $99,020-31.4% | $86,590-21.5% | $147,584-53.9% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 13.66% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,232 | $3,132-28.7% | $2,839-21.4% | $4,876-54.2% |
| Participant deferral / active EE | $3,884 | $3,972-2.2% | $3,609+7.6% | $5,439-28.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |