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 | $60,077 | $163,687-63.3% | $108,745-44.8% | $273,961-78.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.7%-2.7pp | 83.0%-8.0pp |
| Annual return | 6.77% | 31.16%-24.4pp | 46.22%-39.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,715 | $4,711-21.2% | $3,323+11.8% | $4,869-23.7% |
| Participant deferral / active EE | $8,237 | $7,155+15.1% | $5,121+60.8% | $5,287+55.8% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |