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 | $88,431 | $162,781-45.7% | $133,956-34.0% | $158,922-44.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.52% | 41.94%-21.4pp | 45.09%-24.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,569 | $4,975-68.5% | $3,919-60.0% | $4,761-67.0% |
| Participant deferral / active EE | $2,524 | $5,911-57.3% | $5,048-50.0% | $5,982-57.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |