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 | $29,015 | $100,773-71.2% | $88,946-67.4% | $142,382-79.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 33.52% | 70.18%-36.7pp | 57.82%-24.3pp | 217.08%-183.6pp |
| Employer contribution / active EE | $2,356 | $2,918-19.3% | $2,555-7.8% | $4,299-45.2% |
| Participant deferral / active EE | $10,056 | $5,230+92.3% | $4,581+119.5% | $6,507+54.5% |
| Admin fee / account holder | $107 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |