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 | $48,437 | $112,881-57.1% | $90,951-46.7% | $158,922-69.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 19.00% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,938 | $2,893-33.0% | $2,122-8.7% | $4,761-59.3% |
| Participant deferral / active EE | $6,841 | $4,128+65.7% | $3,373+102.8% | $5,982+14.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |