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 | $69,443 | $104,664-33.7% | $85,682-19.0% | $167,490-58.5% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 15.73% | 21.45%-5.7pp | 21.49%-5.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,470 | $3,337+34.0% | $2,618+70.7% | $4,837-7.6% |
| Participant deferral / active EE | $9,200 | $4,824+90.7% | $3,923+134.5% | $6,341+45.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |