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 5-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 | $63,270 | $117,983-46.4% | $101,794-37.8% | $142,382-55.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 14.36% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,596 | $2,773-6.4% | $2,289+13.4% | $4,299-39.6% |
| Participant deferral / active EE | $2,767 | $4,714-41.3% | $4,084-32.2% | $6,507-57.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |