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 | $80,331 | $98,240-18.2% | $82,313-2.4% | $147,584-45.6% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 17.22% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,676 | $3,192-16.2% | $2,428+10.2% | $4,876-45.1% |
| Participant deferral / active EE | $4,918 | $4,383+12.2% | $3,706+32.7% | $5,439-9.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |