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 | $34,508 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 22.94% | 65.07%-42.1pp | 58.88%-35.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,445 | $4,810-70.0% | $4,305-66.4% | $4,299-66.4% |
| Participant deferral / active EE | $4,716 | $6,272-24.8% | $5,540-14.9% | $6,507-27.5% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |