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 | $76,943 | $112,881-31.8% | $90,951-15.4% | $158,922-51.6% |
| Participation rate | 85.0% | 74.7%+10.3pp | 69.0%+16.0pp | 82.0%+3.0pp |
| Annual return | 8.76% | 215.79%-207.0pp | 134.60%-125.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,335 | $2,893-53.9% | $2,122-37.1% | $4,761-72.0% |
| Participant deferral / active EE | $2,626 | $4,128-36.4% | $3,373-22.1% | $5,982-56.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |