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 | $66,785 | $92,222-27.6% | $76,768-13.0% | $135,375-50.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 25.20% | 5.46%+19.7pp | 2.43%+22.8pp | 519.73%-494.5pp |
| Employer contribution / active EE | $967 | $3,216-69.9% | $2,485-61.1% | $4,779-79.8% |
| Participant deferral / active EE | $5,927 | $4,509+31.5% | $3,852+53.9% | $5,609+5.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |