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 | $30,268 | $98,240-69.2% | $82,313-63.2% | $147,584-79.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 33.81% | 30.85%+3.0pp | 25.88%+7.9pp | 578.55%-544.7pp |
| Employer contribution / active EE | $1,482 | $3,192-53.6% | $2,428-39.0% | $4,876-69.6% |
| Participant deferral / active EE | $10,859 | $4,383+147.7% | $3,706+193.0% | $5,439+99.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |