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 7-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 | $25,332 | $102,966-75.4% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.59% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,692 | $3,139+17.6% | $2,854+29.3% | $4,762-22.5% |
| Participant deferral / active EE | $4,516 | $4,281+5.5% | $3,885+16.2% | $5,850-22.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |