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 | $31,610 | $63,346-50.1% | $92,233-65.7% | $70,131-54.9% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 17.66% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,419 | $2,471-42.6% | $3,679-61.4% | $2,342-39.4% |
| Participant deferral / active EE | $2,264 | $2,854-20.7% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $187 | $3,840-95.1% | $5,194-96.4% | $4,645-96.0% |