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 | $56,427 | $74,888-24.7% | $71,209-20.8% | $142,382-60.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 25.69% | 345.14%-319.4pp | 282.51%-256.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $4,911 | $2,854+72.0% | $2,721+80.5% | $4,299+14.2% |
| Participant deferral / active EE | $10,321 | $4,454+131.7% | $4,175+147.2% | $6,507+58.6% |
| Admin fee / account holder | $53 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |