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 | $35,709 | $106,515-66.5% | $96,683-63.1% | $139,434-74.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.13% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,645 | $4,103-59.9% | $3,737-56.0% | $4,751-65.4% |
| Participant deferral / active EE | $2,406 | $5,454-55.9% | $4,878-50.7% | $6,710-64.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |