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 | $92,032 | $93,346-1.4% | $71,796+28.2% | $273,961-66.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 7.48% | 130.39%-122.9pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,612 | $2,733-41.0% | $1,924-16.3% | $4,869-66.9% |
| Participant deferral / active EE | $7,433 | $3,475+113.9% | $2,794+166.0% | $5,287+40.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |