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 | $30,903 | $118,450-73.9% | $98,439-68.6% | $139,434-77.8% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 25.93% | 18.94%+7.0pp | 21.16%+4.8pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,837 | $3,609-21.4% | $3,048-6.9% | $4,751-40.3% |
| Participant deferral / active EE | $5,985 | $5,392+11.0% | $4,738+26.3% | $6,710-10.8% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |