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 9-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 | $26,807 | $74,888-64.2% | $71,209-62.4% | $142,382-81.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.79% | 345.14%-323.4pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,338 | $2,854+52.0% | $2,721+59.4% | $4,299+0.9% |
| Participant deferral / active EE | $5,787 | $4,454+29.9% | $4,175+38.6% | $6,507-11.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |