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 9-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 | $54,244 | $107,791-49.7% | $90,645-40.2% | $135,375-59.9% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | 39.91% | -0.90%+40.8pp | 1.88%+38.0pp | 519.73%-479.8pp |
| Employer contribution / active EE | $1,526 | $3,018-49.4% | $2,532-39.7% | $4,779-68.1% |
| Participant deferral / active EE | $1,261 | $3,872-67.4% | $3,425-63.2% | $5,609-77.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |