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 5-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 | $30,935 | $214,378-85.6% | $200,582-84.6% | $142,382-78.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.89% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,431 | $6,841-49.8% | $6,419-46.5% | $4,299-20.2% |
| Participant deferral / active EE | $4,943 | $9,865-49.9% | $9,331-47.0% | $6,507-24.0% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |