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 | $86,331 | $93,346-7.5% | $71,796+20.2% | $273,961-68.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 6.10% | 130.39%-124.3pp | 78.04%-71.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,251 | $2,733-54.2% | $1,924-35.0% | $4,869-74.3% |
| Participant deferral / active EE | $1,515 | $3,475-56.4% | $2,794-45.8% | $5,287-71.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |