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 | $48,797 | $185,822-73.7% | $169,993-71.3% | $139,434-65.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 26.54% | 60.50%-34.0pp | 53.37%-26.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $3,274 | $7,590-56.9% | $6,785-51.8% | $4,751-31.1% |
| Participant deferral / active EE | $18,928 | $11,622+62.9% | $10,408+81.9% | $6,710+182.1% |
| Admin fee / account holder | $2 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |