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 | $30,287 | $90,348-66.5% | $75,972-60.1% | $145,922-79.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 10.96% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,861 | $3,311+16.6% | $2,685+43.8% | $4,660-17.1% |
| Participant deferral / active EE | $4,852 | $5,162-6.0% | $4,255+14.0% | $6,688-27.4% |
| Admin fee / account holder | $13 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |