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 | $40,056 | $179,726-77.7% | $156,263-74.4% | $142,382-71.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.98% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,911 | $5,069-62.3% | $4,333-55.9% | $4,299-55.6% |
| Participant deferral / active EE | $6,351 | $6,956-8.7% | $6,158+3.1% | $6,507-2.4% |
| Admin fee / account holder | $144 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |