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 | $36,564 | $131,829-72.3% | $108,579-66.3% | $273,961-86.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 17.57% | -91.57%+109.1pp | -51.70%+69.3pp | 41.45%-23.9pp |
| Employer contribution / active EE | $3,252 | $4,912-33.8% | $3,758-13.5% | $4,869-33.2% |
| Participant deferral / active EE | $7,834 | $5,127+52.8% | $4,311+81.7% | $5,287+48.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |