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 | $125,478 | $228,332-45.0% | $185,823-32.5% | $158,922-21.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 13.69% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $993 | $4,967-80.0% | $4,087-75.7% | $4,761-79.1% |
| Participant deferral / active EE | $2,588 | $6,415-59.7% | $5,632-54.0% | $5,982-56.7% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |