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 | $39,513 | $74,888-47.2% | $71,209-44.5% | $142,382-72.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 23.37% | 345.14%-321.8pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,018 | $2,854+5.7% | $2,721+10.9% | $4,299-29.8% |
| Participant deferral / active EE | $4,222 | $4,454-5.2% | $4,175+1.1% | $6,507-35.1% |
| Admin fee / account holder | $38 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |