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 | $22,695 | $114,381-80.2% | $107,525-78.9% | $142,382-84.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.42% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.7pp |
| Employer contribution / active EE | $4,516 | $4,015+12.5% | $3,754+20.3% | $4,299+5.0% |
| Participant deferral / active EE | $5,367 | $5,564-3.5% | $5,116+4.9% | $6,507-17.5% |
| Admin fee / account holder | $72 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |