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 | $96,039 | $124,281-22.7% | $109,143-12.0% | $167,490-42.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 18.22% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,958 | $4,207-53.5% | $3,722-47.4% | $4,837-59.5% |
| Participant deferral / active EE | $5,128 | $5,255-2.4% | $4,653+10.2% | $6,341-19.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |