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 | $37,801 | $100,773-62.5% | $88,946-57.5% | $142,382-73.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 27.40% | 70.18%-42.8pp | 57.82%-30.4pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,022 | $2,918+3.6% | $2,555+18.3% | $4,299-29.7% |
| Participant deferral / active EE | $6,976 | $5,230+33.4% | $4,581+52.3% | $6,507+7.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |