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 | $34,574 | $177,572-80.5% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 25.40% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,622 | $4,810-45.5% | $4,305-39.1% | $4,299-39.0% |
| Participant deferral / active EE | $9,061 | $6,272+44.5% | $5,540+63.5% | $6,507+39.2% |
| Admin fee / account holder | $14 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |