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 | $76,012 | $112,096-32.2% | $95,952-20.8% | $158,922-52.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 12.53% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,605 | $3,198-18.6% | $2,541+2.5% | $4,761-45.3% |
| Participant deferral / active EE | $5,072 | $4,784+6.0% | $4,167+21.7% | $5,982-15.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |