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 | $98,763 | $227,553-56.6% | $189,557-47.9% | $167,490-41.0% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 14.13% | 78.40%-64.3pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,337 | $5,316-37.2% | $4,412-24.4% | $4,837-31.0% |
| Participant deferral / active EE | $5,718 | $7,002-18.3% | $6,174-7.4% | $6,341-9.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |