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 3-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 | $38,498 | $179,726-78.6% | $156,263-75.4% | $142,382-73.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 26.42% | 77.86%-51.4pp | 59.47%-33.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,624 | $5,069-68.0% | $4,333-62.5% | $4,299-62.2% |
| Participant deferral / active EE | $10,960 | $6,956+57.6% | $6,158+78.0% | $6,507+68.4% |
| Admin fee / account holder | $65 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |