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 | $28,183 | $106,584-73.6% | $101,326-72.2% | $142,382-80.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 27.27% | 36.93%-9.7pp | 36.82%-9.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,561 | $3,956-35.2% | $3,665-30.1% | $4,299-40.4% |
| Participant deferral / active EE | $5,876 | $8,297-29.2% | $7,994-26.5% | $6,507-9.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |