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 5-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 | $33,956 | $117,983-71.2% | $101,794-66.6% | $142,382-76.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 22.39% | 36.92%-14.5pp | 30.53%-8.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,940 | $2,773-30.0% | $2,289-15.2% | $4,299-54.9% |
| Participant deferral / active EE | $2,348 | $4,714-50.2% | $4,084-42.5% | $6,507-63.9% |
| Admin fee / account holder | $98 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |