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 | $32,863 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 22.13% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,688 | $5,103-66.9% | $4,644-63.7% | $4,761-64.5% |
| Participant deferral / active EE | $6,356 | $7,181-11.5% | $6,842-7.1% | $5,982+6.2% |
| Admin fee / account holder | $5 | $10,807-99.9% | $9,309-99.9% | $11,246-100.0% |