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 | $51,434 | $214,378-76.0% | $200,582-74.4% | $142,382-63.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 21.12% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,640 | $6,841-61.4% | $6,419-58.9% | $4,299-38.6% |
| Participant deferral / active EE | $6,189 | $9,865-37.3% | $9,331-33.7% | $6,507-4.9% |
| Admin fee / account holder | $27 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |