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 | $36,383 | $111,301-67.3% | $112,977-67.8% | $158,922-77.1% |
| Participation rate | 72.7% | 83.5%-10.8pp | 82.6%-9.8pp | 82.0%-9.2pp |
| Annual return | 19.48% | 26.40%-6.9pp | 24.24%-4.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,614 | $4,471-41.5% | $4,255-38.6% | $4,761-45.1% |
| Participant deferral / active EE | $3,625 | $5,880-38.4% | $5,836-37.9% | $5,982-39.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |