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 | $23,439 | $111,754-79.0% | $103,333-77.3% | $145,922-83.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.71% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,220 | $4,212-71.0% | $3,868-68.5% | $4,660-73.8% |
| Participant deferral / active EE | $2,742 | $5,619-51.2% | $5,057-45.8% | $6,688-59.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |