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 | $31,904 | $154,117-79.3% | $129,995-75.5% | $139,434-77.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 40.09% | 32.48%+7.6pp | -137.18%+177.3pp | 372.94%-332.9pp |
| Employer contribution / active EE | $5,981 | $5,289+13.1% | $4,320+38.5% | $4,751+25.9% |
| Participant deferral / active EE | $9,131 | $6,710+36.1% | $5,820+56.9% | $6,710+36.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |