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 | $60,651 | $78,672-22.9% | $109,143-44.4% | $85,850-29.4% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 11.89% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,792 | $2,735-34.5% | $3,722-51.8% | $2,565-30.1% |
| Participant deferral / active EE | $4,075 | $3,467+17.5% | $4,653-12.4% | $3,952+3.1% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |