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 | $87,027 | $162,781-46.5% | $133,956-35.0% | $158,922-45.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 19.86% | 41.94%-22.1pp | 45.09%-25.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,659 | $4,975-66.7% | $3,919-57.7% | $4,761-65.2% |
| Participant deferral / active EE | $3,827 | $5,911-35.3% | $5,048-24.2% | $5,982-36.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |