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 10-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 | $28,007 | $102,966-72.8% | $90,281-69.0% | $152,861-81.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 19.48% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $944 | $3,139-69.9% | $2,854-66.9% | $4,762-80.2% |
| Participant deferral / active EE | $5,416 | $4,281+26.5% | $3,885+39.4% | $5,850-7.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |