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 | $35,542 | $135,952-73.9% | $123,892-71.3% | $273,961-87.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.88% | 56.63%-49.8pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,845 | $5,170-45.0% | $4,617-38.4% | $4,869-41.6% |
| Participant deferral / active EE | $5,026 | $6,343-20.8% | $5,984-16.0% | $5,287-4.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |