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 8-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 | $36,440 | $96,484-62.2% | $75,886-52.0% | $152,861-76.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 25.08% | 33.98%-8.9pp | 30.76%-5.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,053 | $3,309-38.0% | $2,500-17.9% | $4,762-56.9% |
| Participant deferral / active EE | $10,100 | $4,553+121.8% | $3,603+180.3% | $5,850+72.6% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |