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 | $57,555 | $177,572-67.6% | $154,803-62.8% | $142,382-59.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,446 | $4,810-28.4% | $4,305-20.0% | $4,299-19.8% |
| Participant deferral / active EE | $5,169 | $6,272-17.6% | $5,540-6.7% | $6,507-20.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |