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 | $44,837 | $165,335-72.9% | $149,696-70.0% | $158,922-71.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 12.64% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,732 | $5,103-66.1% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $4,797 | $7,181-33.2% | $6,842-29.9% | $5,982-19.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |