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 | $58,927 | $63,346-7.0% | $92,233-36.1% | $70,131-16.0% |
| Participation rate | 89.4% | 68.7%+20.7pp | 76.5%+12.9pp | 69.5%+19.8pp |
| Annual return | 17.46% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,221 | $2,471-50.6% | $3,679-66.8% | $2,342-47.9% |
| Participant deferral / active EE | $1,849 | $2,854-35.2% | $3,897-52.5% | $3,332-44.5% |
| Admin fee / account holder | $290 | $3,840-92.4% | $5,194-94.4% | $4,645-93.8% |