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 | $19,139 | $45,035-57.5% | $62,995-69.6% | $70,131-72.7% |
| Participation rate | 76.0% | 69.5%+6.5pp | 74.8%+1.2pp | 69.5%+6.5pp |
| Annual return | 25.82% | 18.76%+7.1pp | 87.57%-61.7pp | 73.14%-47.3pp |
| Employer contribution / active EE | $2,029 | $2,051-1.1% | $2,759-26.4% | $2,342-13.4% |
| Participant deferral / active EE | $3,752 | $2,465+52.3% | $3,329+12.7% | $3,332+12.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |