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 | $19,890 | $85,022-76.6% | $70,515-71.8% | $139,434-85.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 36.34% | 30.38%+6.0pp | 32.77%+3.6pp | 372.94%-336.6pp |
| Employer contribution / active EE | $2,266 | $3,909-42.0% | $2,973-23.8% | $4,751-52.3% |
| Participant deferral / active EE | $5,768 | $5,890-2.1% | $4,567+26.3% | $6,710-14.0% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |