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 | $32,050 | $106,515-69.9% | $96,683-66.9% | $139,434-77.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.11% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $14,472 | $4,103+252.7% | $3,737+287.3% | $4,751+204.6% |
| Participant deferral / active EE | $3,746 | $5,454-31.3% | $4,878-23.2% | $6,710-44.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |