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 | $27,363 | $106,584-74.3% | $101,326-73.0% | $142,382-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.67% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,892 | $3,956-26.9% | $3,665-21.1% | $4,299-32.7% |
| Participant deferral / active EE | $6,995 | $8,297-15.7% | $7,994-12.5% | $6,507+7.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |