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 | $36,427 | $127,065-71.3% | $113,168-67.8% | $142,382-74.4% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 22.07% | 24.03%-2.0pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,093 | $3,442-10.2% | $2,975+3.9% | $4,299-28.1% |
| Participant deferral / active EE | $8,072 | $5,716+41.2% | $5,107+58.1% | $6,507+24.0% |
| Admin fee / account holder | $197 | $15,736-98.7% | $12,068-98.4% | $12,624-98.4% |