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 | $34,218 | $214,378-84.0% | $200,582-82.9% | $142,382-76.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.68% | 46.41%-24.7pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,016 | $6,841-70.5% | $6,419-68.6% | $4,299-53.1% |
| Participant deferral / active EE | $6,270 | $9,865-36.4% | $9,331-32.8% | $6,507-3.6% |
| Admin fee / account holder | $167 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |