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 | $25,242 | $69,207-63.5% | $64,056-60.6% | $139,434-81.9% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 40.89% | 45.88%-5.0pp | 33.69%+7.2pp | 372.94%-332.0pp |
| Employer contribution / active EE | $5,018 | $3,182+57.7% | $2,747+82.7% | $4,751+5.6% |
| Participant deferral / active EE | $8,896 | $4,682+90.0% | $3,880+129.3% | $6,710+32.6% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |