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 | $42,788 | $165,984-74.2% | $164,813-74.0% | $145,922-70.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 32.26% | 100.03%-67.8pp | 69.93%-37.7pp | 561.29%-529.0pp |
| Employer contribution / active EE | $3,495 | $5,273-33.7% | $4,341-19.5% | $4,660-25.0% |
| Participant deferral / active EE | $15,737 | $6,959+126.1% | $6,031+160.9% | $6,688+135.3% |
| Admin fee / account holder | $134 | $16,648-99.2% | $12,690-98.9% | $13,397-99.0% |