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 | $34,310 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 24.71% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,560 | $4,810-67.6% | $4,305-63.8% | $4,299-63.7% |
| Participant deferral / active EE | $4,723 | $6,272-24.7% | $5,540-14.8% | $6,507-27.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |