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 | $60,855 | $105,630-42.4% | $87,507-30.5% | $273,961-77.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 4.36% | 12.25%-7.9pp | 12.21%-7.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $493 | $3,141-84.3% | $2,550-80.7% | $4,869-89.9% |
| Participant deferral / active EE | $3,108 | $3,601-13.7% | $3,149-1.3% | $5,287-41.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |