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 5-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 | $29,360 | $117,983-75.1% | $101,794-71.2% | $142,382-79.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 21.47% | 36.92%-15.4pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,527 | $2,773-44.9% | $2,289-33.3% | $4,299-64.5% |
| Participant deferral / active EE | $5,072 | $4,714+7.6% | $4,084+24.2% | $6,507-22.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |