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 | $68,984 | $124,319-44.5% | $111,297-38.0% | $167,490-58.8% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 22.51% | 37.44%-14.9pp | 54.65%-32.1pp | 478.56%-456.0pp |
| Employer contribution / active EE | $835 | $3,435-75.7% | $2,731-69.4% | $4,837-82.7% |
| Participant deferral / active EE | $3,042 | $5,180-41.3% | $4,487-32.2% | $6,341-52.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |