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 | $65,251 | $69,207-5.7% | $64,056+1.9% | $139,434-53.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.74% | 45.88%-28.1pp | 33.69%-15.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,546 | $3,182+11.4% | $2,747+29.1% | $4,751-25.4% |
| Participant deferral / active EE | $7,856 | $4,682+67.8% | $3,880+102.5% | $6,710+17.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |