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 | $22,289 | $159,602-86.0% | $150,045-85.1% | $142,382-84.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 42.80% | 70.24%-27.4pp | 62.55%-19.7pp | 217.08%-174.3pp |
| Employer contribution / active EE | $2,678 | $4,961-46.0% | $4,693-42.9% | $4,299-37.7% |
| Participant deferral / active EE | $7,243 | $8,310-12.8% | $7,997-9.4% | $6,507+11.3% |
| Admin fee / account holder | $4 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |