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 | $38,188 | $77,634-50.8% | $156,549-75.6% | $62,891-39.3% |
| Participation rate | 79.1% | 71.2%+7.9pp | 84.0%-4.9pp | 69.3%+9.8pp |
| Annual return | 7.10% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $984 | $3,444-71.4% | $5,501-82.1% | $2,281-56.9% |
| Participant deferral / active EE | $2,163 | $3,045-29.0% | $4,871-55.6% | $3,203-32.5% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |