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 3-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 | $31,392 | $177,572-82.3% | $154,803-79.7% | $142,382-78.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 28.99% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,127 | $4,810-55.8% | $4,305-50.6% | $4,299-50.5% |
| Participant deferral / active EE | $6,993 | $6,272+11.5% | $5,540+26.2% | $6,507+7.5% |
| Admin fee / account holder | $172 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |