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 | $63,468 | $162,781-61.0% | $133,956-52.6% | $158,922-60.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.96% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,686 | $4,975-66.1% | $3,919-57.0% | $4,761-64.6% |
| Participant deferral / active EE | $5,879 | $5,911-0.5% | $5,048+16.5% | $5,982-1.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |