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 8-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 | $32,377 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 20.56% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,491 | $4,810+14.1% | $4,305+27.5% | $4,299+27.7% |
| Participant deferral / active EE | $3,133 | $6,272-50.0% | $5,540-43.4% | $6,507-51.8% |
| Admin fee / account holder | $227 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |