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 | $79,500 | $140,940-43.6% | $112,229-29.2% | $139,434-43.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.26% | 32.71%-17.4pp | 30.20%-14.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,455 | $4,283-42.7% | $3,430-28.4% | $4,751-48.3% |
| Participant deferral / active EE | $3,487 | $5,874-40.6% | $4,798-27.3% | $6,710-48.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |