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 | $34,520 | $127,065-72.8% | $113,168-69.5% | $142,382-75.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 20.53% | 24.03%-3.5pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,651 | $3,442-52.0% | $2,975-44.5% | $4,299-61.6% |
| Participant deferral / active EE | $2,781 | $5,716-51.4% | $5,107-45.5% | $6,507-57.3% |
| Admin fee / account holder | $26 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |