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 | $30,410 | $117,983-74.2% | $101,794-70.1% | $142,382-78.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 24.55% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,475 | $2,773-46.8% | $2,289-35.6% | $4,299-65.7% |
| Participant deferral / active EE | $3,997 | $4,714-15.2% | $4,084-2.1% | $6,507-38.6% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |