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 | $31,695 | $159,602-80.1% | $150,045-78.9% | $142,382-77.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 48.92% | 70.24%-21.3pp | 62.55%-13.6pp | 217.08%-168.2pp |
| Employer contribution / active EE | $5,249 | $4,961+5.8% | $4,693+11.9% | $4,299+22.1% |
| Participant deferral / active EE | $6,932 | $8,310-16.6% | $7,997-13.3% | $6,507+6.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |