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 | $77,569 | $211,958-63.4% | $169,463-54.2% | $135,375-42.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | 3.88% | 3.26%+0.6pp | 1.83%+2.0pp | 519.73%-515.9pp |
| Employer contribution / active EE | $1,929 | $5,120-62.3% | $4,159-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $2,373 | $6,075-60.9% | $5,277-55.0% | $5,609-57.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |