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 | $71,069 | $109,817-35.3% | $98,442-27.8% | $167,490-57.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 16.43% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,379 | $3,224-57.2% | $2,960-53.4% | $4,837-71.5% |
| Participant deferral / active EE | $6,514 | $4,673+39.4% | $4,276+52.3% | $6,341+2.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |