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 | $83,496 | $111,754-25.3% | $103,333-19.2% | $145,922-42.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 16.83% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,411 | $4,212-66.5% | $3,868-63.5% | $4,660-69.7% |
| Participant deferral / active EE | $3,111 | $5,619-44.6% | $5,057-38.5% | $6,688-53.5% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |