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 5-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 | $31,716 | $74,888-57.6% | $71,209-55.5% | $142,382-77.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 22.00% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,897 | $2,854+36.5% | $2,721+43.2% | $4,299-9.3% |
| Participant deferral / active EE | $10,512 | $4,454+136.0% | $4,175+151.8% | $6,507+61.5% |
| Admin fee / account holder | $263 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |