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 3-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 | $33,404 | $159,602-79.1% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 27.94% | 70.24%-42.3pp | 62.55%-34.6pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,843 | $4,961-62.9% | $4,693-60.7% | $4,299-57.1% |
| Participant deferral / active EE | $8,680 | $8,310+4.5% | $7,997+8.5% | $6,507+33.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |