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 | $59,801 | $135,952-56.0% | $123,892-51.7% | $273,961-78.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.37% | 56.63%-49.3pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,213 | $5,170-76.5% | $4,617-73.7% | $4,869-75.1% |
| Participant deferral / active EE | $4,155 | $6,343-34.5% | $5,984-30.6% | $5,287-21.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |