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 3-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 | $27,962 | $106,515-73.7% | $96,683-71.1% | $139,434-79.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 27.41% | 38.43%-11.0pp | 35.69%-8.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,787 | $4,103-32.1% | $3,737-25.4% | $4,751-41.3% |
| Participant deferral / active EE | $8,151 | $5,454+49.5% | $4,878+67.1% | $6,710+21.5% |
| Admin fee / account holder | $103 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |