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 | $34,830 | $197,591-82.4% | $177,821-80.4% | $158,922-78.1% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 23.07% | 58.76%-35.7pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,789 | $6,697-73.3% | $5,918-69.8% | $4,761-62.4% |
| Participant deferral / active EE | $5,037 | $8,405-40.1% | $7,714-34.7% | $5,982-15.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |