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 6-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 | $36,981 | $185,822-80.1% | $169,993-78.2% | $139,434-73.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 28.43% | 60.50%-32.1pp | 53.37%-24.9pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,983 | $7,590-73.9% | $6,785-70.8% | $4,751-58.3% |
| Participant deferral / active EE | $9,642 | $11,622-17.0% | $10,408-7.4% | $6,710+43.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |