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 9-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 | $59,277 | $149,679-60.4% | $117,039-49.4% | $147,584-59.8% |
| Participation rate | 81.8% | 83.5%-1.7pp | 77.2%+4.6pp | 82.8%-1.0pp |
| Annual return | 16.87% | 19.31%-2.4pp | 18.95%-2.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,057 | $4,937-78.6% | $3,785-72.1% | $4,876-78.3% |
| Participant deferral / active EE | $4,120 | $4,912-16.1% | $3,929+4.9% | $5,439-24.2% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |