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 | $29,589 | $89,753-67.0% | $107,525-72.5% | $84,808-65.1% |
| Participation rate | 76.3% | 68.1%+8.3pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 51.96% | 29.48%+22.5pp | 181.32%-129.4pp | 40.90%+11.1pp |
| Employer contribution / active EE | $3,058 | $3,113-1.8% | $3,754-18.5% | $2,631+16.2% |
| Participant deferral / active EE | $4,018 | $4,056-0.9% | $5,116-21.5% | $4,212-4.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |