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 | $38,070 | $114,381-66.7% | $107,525-64.6% | $142,382-73.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 21.50% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,876 | $4,015-28.4% | $3,754-23.4% | $4,299-33.1% |
| Participant deferral / active EE | $8,062 | $5,564+44.9% | $5,116+57.6% | $6,507+23.9% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |