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 | $72,347 | $179,726-59.7% | $156,263-53.7% | $142,382-49.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 20.09% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,328 | $5,069-34.4% | $4,333-23.2% | $4,299-22.6% |
| Participant deferral / active EE | $12,394 | $6,956+78.2% | $6,158+101.3% | $6,507+90.5% |
| Admin fee / account holder | $251 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |