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 | $49,723 | $103,376-51.9% | $87,100-42.9% | $152,861-67.5% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 18.13% | 28.10%-10.0pp | 28.19%-10.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,377 | $3,220-57.2% | $2,521-45.4% | $4,762-71.1% |
| Participant deferral / active EE | $2,492 | $4,778-47.8% | $4,049-38.4% | $5,850-57.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |