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 | $24,883 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 28.42% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,326 | $4,961-53.1% | $4,693-50.4% | $4,299-45.9% |
| Participant deferral / active EE | $7,078 | $8,310-14.8% | $7,997-11.5% | $6,507+8.8% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |