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 | $50,877 | $108,172-53.0% | $77,482-34.3% | $158,922-68.0% |
| Participation rate | 91.3% | 64.4%+26.9pp | 54.2%+37.1pp | 82.0%+9.3pp |
| Annual return | 14.98% | 31.67%-16.7pp | 54.79%-39.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $314 | $1,325-76.3% | $986-68.2% | $4,761-93.4% |
| Participant deferral / active EE | $1,344 | $2,456-45.3% | $1,861-27.8% | $5,982-77.5% |
| Admin fee / account holder | $1 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |