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 | $90,431 | $127,065-28.8% | $113,168-20.1% | $142,382-36.5% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 15.46% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,642 | $3,442-52.3% | $2,975-44.8% | $4,299-61.8% |
| Participant deferral / active EE | $3,294 | $5,716-42.4% | $5,107-35.5% | $6,507-49.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |