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 6-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 | $35,995 | $175,202-79.5% | $149,673-76.0% | $139,434-74.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 24.60% | 166.71%-142.1pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,858 | $5,474-66.1% | $4,818-61.4% | $4,751-60.9% |
| Participant deferral / active EE | $5,833 | $6,519-10.5% | $5,680+2.7% | $6,710-13.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |