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 | $38,406 | $117,983-67.4% | $101,794-62.3% | $142,382-73.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 42.30% | 36.92%+5.4pp | 30.53%+11.8pp | 217.08%-174.8pp |
| Employer contribution / active EE | $3,400 | $2,773+22.6% | $2,289+48.6% | $4,299-20.9% |
| Participant deferral / active EE | $17,555 | $4,714+272.4% | $4,084+329.9% | $6,507+169.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |