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 | $123,554 | $152,587-19.0% | $125,175-1.3% | $152,861-19.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.70% | 54.84%-31.1pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,388 | $4,946-51.7% | $3,865-38.2% | $4,762-49.8% |
| Participant deferral / active EE | $3,322 | $5,868-43.4% | $4,937-32.7% | $5,850-43.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |