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 | $80,071 | $95,561-16.2% | $77,163+3.8% | $139,434-42.6% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 14.54% | 54.92%-40.4pp | 37.87%-23.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,273 | $3,147-59.6% | $2,535-49.8% | $4,751-73.2% |
| Participant deferral / active EE | $2,437 | $4,624-47.3% | $3,833-36.4% | $6,710-63.7% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |