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 | $76,264 | $162,781-53.1% | $133,956-43.1% | $158,922-52.0% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 13.37% | 41.94%-28.6pp | 45.09%-31.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,085 | $4,975-78.2% | $3,919-72.3% | $4,761-77.2% |
| Participant deferral / active EE | $3,326 | $5,911-43.7% | $5,048-34.1% | $5,982-44.4% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |