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 7-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 | $27,637 | $115,770-76.1% | $101,248-72.7% | $158,922-82.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 31.55% | 56.14%-24.6pp | 46.47%-14.9pp | 302.83%-271.3pp |
| Employer contribution / active EE | $3,714 | $4,175-11.0% | $3,660+1.5% | $4,761-22.0% |
| Participant deferral / active EE | $10,611 | $4,957+114.0% | $4,370+142.8% | $5,982+77.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |