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 | $22,122 | $127,065-82.6% | $113,168-80.5% | $142,382-84.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 30.77% | 24.03%+6.7pp | 24.27%+6.5pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,741 | $3,442-49.4% | $2,975-41.5% | $4,299-59.5% |
| Participant deferral / active EE | $6,083 | $5,716+6.4% | $5,107+19.1% | $6,507-6.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |