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 | $83,579 | $118,680-29.6% | $98,907-15.5% | $158,922-47.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 18.52% | 372.35%-353.8pp | 196.43%-177.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,557 | $3,333-53.3% | $2,689-42.1% | $4,761-67.3% |
| Participant deferral / active EE | $3,728 | $5,088-26.7% | $4,244-12.2% | $5,982-37.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |