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 4-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 | $37,935 | $117,983-67.8% | $101,794-62.7% | $142,382-73.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 26.58% | 36.92%-10.3pp | 30.53%-3.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,133 | $2,773-59.1% | $2,289-50.5% | $4,299-73.6% |
| Participant deferral / active EE | $5,640 | $4,714+19.7% | $4,084+38.1% | $6,507-13.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |