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 | $88,317 | $104,974-15.9% | $95,585-7.6% | $142,382-38.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 10.75% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,984 | $2,779-28.6% | $2,527-21.5% | $4,299-53.9% |
| Participant deferral / active EE | $2,490 | $4,352-42.8% | $4,023-38.1% | $6,507-61.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |