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 | $49,586 | $100,754-50.8% | $86,677-42.8% | $134,475-63.1% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | 5.73% | 29.04%-23.3pp | 35.91%-30.2pp | 417.96%-412.2pp |
| Employer contribution / active EE | $1,575 | $3,489-54.9% | $2,836-44.5% | $4,740-66.8% |
| Participant deferral / active EE | $2,771 | $5,338-48.1% | $4,656-40.5% | $6,400-56.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |