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 5-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 | $31,687 | $117,983-73.1% | $101,794-68.9% | $142,382-77.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 21.25% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,077 | $2,773-61.2% | $2,289-53.0% | $4,299-75.0% |
| Participant deferral / active EE | $2,663 | $4,714-43.5% | $4,084-34.8% | $6,507-59.1% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |