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 3-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 | $20,736 | $74,888-72.3% | $71,209-70.9% | $142,382-85.4% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 26.26% | 345.14%-318.9pp | 282.51%-256.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,372 | $2,854-16.9% | $2,721-12.8% | $4,299-44.8% |
| Participant deferral / active EE | $4,826 | $4,454+8.3% | $4,175+15.6% | $6,507-25.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |