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 | $62,910 | $99,341-36.7% | $84,750-25.8% | $273,961-77.0% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 10.26% | 22.93%-12.7pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,060 | $4,214-74.8% | $3,574-70.3% | $4,869-78.2% |
| Participant deferral / active EE | $2,976 | $4,269-30.3% | $3,712-19.8% | $5,287-43.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |