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 4-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 | $40,661 | $94,338-56.9% | $100,534-59.6% | $142,382-71.4% |
| Participation rate | 92.9% | 81.7%+11.1pp | 80.6%+12.2pp | 80.1%+12.7pp |
| Annual return | 19.49% | 29.20%-9.7pp | 32.66%-13.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,712 | $4,237-36.0% | $4,346-37.6% | $4,299-36.9% |
| Participant deferral / active EE | $6,364 | $5,934+7.2% | $6,144+3.6% | $6,507-2.2% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |