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 | $71,290 | $81,460-12.5% | $103,333-31.0% | $80,856-11.8% |
| Participation rate | 81.5% | 66.8%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 10.93% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,069 | $3,105-33.4% | $3,868-46.5% | $2,755-24.9% |
| Participant deferral / active EE | $4,716 | $3,869+21.9% | $5,057-6.8% | $4,296+9.8% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |