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 | $77,560 | $100,852-23.1% | $90,404-14.2% | $158,922-51.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.31% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,412 | $3,689-61.7% | $3,262-56.7% | $4,761-70.3% |
| Participant deferral / active EE | $1,981 | $4,348-54.4% | $3,963-50.0% | $5,982-66.9% |
| Admin fee / account holder | $290 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |