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 4-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 | $58,686 | $133,922-56.2% | $116,228-49.5% | $142,382-58.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 18.76% | 147.76%-129.0pp | 90.06%-71.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,236 | $3,446-64.1% | $2,994-58.7% | $4,299-71.3% |
| Participant deferral / active EE | $2,505 | $5,672-55.8% | $4,953-49.4% | $6,507-61.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |