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 7-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 | $39,810 | $177,572-77.6% | $154,803-74.3% | $142,382-72.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.88% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,533 | $4,810-26.6% | $4,305-17.9% | $4,299-17.8% |
| Participant deferral / active EE | $3,908 | $6,272-37.7% | $5,540-29.5% | $6,507-39.9% |
| Admin fee / account holder | $194 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |