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 | $126,245 | $176,812-28.6% | $146,665-13.9% | $167,490-24.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.26% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,292 | $5,160-55.6% | $4,136-44.6% | $4,837-52.6% |
| Participant deferral / active EE | $8,067 | $6,440+25.3% | $5,506+46.5% | $6,341+27.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |