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 | $94,459 | $124,281-24.0% | $109,143-13.5% | $167,490-43.6% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 17.43% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,476 | $4,207-41.1% | $3,722-33.5% | $4,837-48.8% |
| Participant deferral / active EE | $8,857 | $5,255+68.5% | $4,653+90.3% | $6,341+39.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |