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 | $50,592 | $214,378-76.4% | $200,582-74.8% | $142,382-64.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.30% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,964 | $6,841-56.7% | $6,419-53.8% | $4,299-31.1% |
| Participant deferral / active EE | $5,879 | $9,865-40.4% | $9,331-37.0% | $6,507-9.7% |
| Admin fee / account holder | $56 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |