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 | $32,693 | $185,822-82.4% | $169,993-80.8% | $139,434-76.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.82% | 60.50%-16.7pp | 53.37%-9.6pp | 372.94%-329.1pp |
| Employer contribution / active EE | $11,768 | $7,590+55.0% | $6,785+73.4% | $4,751+147.7% |
| Participant deferral / active EE | $12,082 | $11,622+4.0% | $10,408+16.1% | $6,710+80.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |