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 | $33,701 | $99,341-66.1% | $84,750-60.2% | $273,961-87.7% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.73% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $647 | $4,214-84.7% | $3,574-81.9% | $4,869-86.7% |
| Participant deferral / active EE | $4,872 | $4,269+14.1% | $3,712+31.3% | $5,287-7.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |