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 | $75,897 | $117,381-35.3% | $99,443-23.7% | $152,861-50.3% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 19.57% | 31.87%-12.3pp | 30.72%-11.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,272 | $3,013-57.8% | $2,540-49.9% | $4,762-73.3% |
| Participant deferral / active EE | $3,591 | $4,086-12.1% | $3,619-0.8% | $5,850-38.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |