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 | $66,121 | $108,172-38.9% | $77,482-14.7% | $158,922-58.4% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 16.19% | 31.67%-15.5pp | 54.79%-38.6pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,362 | $1,325+2.8% | $986+38.1% | $4,761-71.4% |
| Participant deferral / active EE | $6,810 | $2,456+177.3% | $1,861+265.9% | $5,982+13.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |