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 | $41,865 | $117,983-64.5% | $101,794-58.9% | $142,382-70.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 24.19% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,819 | $2,773-34.4% | $2,289-20.5% | $4,299-57.7% |
| Participant deferral / active EE | $7,750 | $4,714+64.4% | $4,084+89.8% | $6,507+19.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |