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 4-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 | $27,429 | $185,822-85.2% | $169,993-83.9% | $139,434-80.3% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 43.50% | 60.50%-17.0pp | 53.37%-9.9pp | 372.94%-329.4pp |
| Employer contribution / active EE | $3,336 | $7,590-56.0% | $6,785-50.8% | $4,751-29.8% |
| Participant deferral / active EE | $6,019 | $11,622-48.2% | $10,408-42.2% | $6,710-10.3% |
| Admin fee / account holder | $17 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |