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 4-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 | $55,942 | $107,452-47.9% | $91,541-38.9% | $142,382-60.7% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.8%+23.6pp | 80.1%+13.2pp |
| Annual return | 19.03% | 22.06%-3.0pp | 20.50%-1.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,278 | $2,994-23.9% | $2,505-9.1% | $4,299-47.0% |
| Participant deferral / active EE | $7,359 | $4,754+54.8% | $4,008+83.6% | $6,507+13.1% |
| Admin fee / account holder | $275 | $8,834-96.9% | $6,956-96.1% | $12,624-97.8% |