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 | $87,663 | $149,734-41.5% | $118,925-26.3% | $158,922-44.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 24.67% | 19.95%+4.7pp | 35.88%-11.2pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,565 | $4,115-62.0% | $3,263-52.0% | $4,761-67.1% |
| Participant deferral / active EE | $2,361 | $5,223-54.8% | $4,265-44.6% | $5,982-60.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |