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 | $28,034 | $109,817-74.5% | $98,442-71.5% | $167,490-83.3% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 14.78% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,187 | $3,224-63.2% | $2,960-59.9% | $4,837-75.5% |
| Participant deferral / active EE | $1,629 | $4,673-65.1% | $4,276-61.9% | $6,341-74.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |