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 | $23,632 | $93,346-74.7% | $71,796-67.1% | $273,961-91.4% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 83.0%-12.4pp |
| Annual return | 6.18% | 130.39%-124.2pp | 78.04%-71.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,781 | $2,733-34.8% | $1,924-7.4% | $4,869-63.4% |
| Participant deferral / active EE | $1,996 | $3,475-42.6% | $2,794-28.6% | $5,287-62.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |