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 | $28,906 | $90,503-68.1% | $78,689-63.3% | $273,961-89.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 8.08% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,926 | $3,176-7.9% | $2,851+2.6% | $4,869-39.9% |
| Participant deferral / active EE | $3,746 | $3,901-4.0% | $3,517+6.5% | $5,287-29.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |