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 | $52,396 | $162,781-67.8% | $133,956-60.9% | $158,922-67.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 16.76% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,033 | $4,975-59.1% | $3,919-48.1% | $4,761-57.3% |
| Participant deferral / active EE | $2,202 | $5,911-62.7% | $5,048-56.4% | $5,982-63.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |