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 | $34,705 | $117,983-70.6% | $101,794-65.9% | $142,382-75.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 24.19% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,328 | $2,773-16.1% | $2,289+1.7% | $4,299-45.9% |
| Participant deferral / active EE | $6,141 | $4,714+30.3% | $4,084+50.4% | $6,507-5.6% |
| Admin fee / account holder | $226 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |