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 6-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 | $32,400 | $109,881-70.5% | $150,045-78.4% | $84,808-61.8% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 65.83% | 28.25%+37.6pp | 62.55%+3.3pp | 40.90%+24.9pp |
| Employer contribution / active EE | $2,055 | $3,561-42.3% | $4,693-56.2% | $2,631-21.9% |
| Participant deferral / active EE | $5,002 | $6,636-24.6% | $7,997-37.4% | $4,212+18.8% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |