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 | $95,878 | $118,427-19.0% | $66,042+45.2% | $142,382-32.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.18% | 35.57%-18.4pp | 52.11%-34.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,836 | $2,570+49.3% | $1,579+142.9% | $4,299-10.8% |
| Participant deferral / active EE | $6,048 | $4,311+40.3% | $2,835+113.3% | $6,507-7.1% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |