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 | $29,950 | $148,534-79.8% | $135,903-78.0% | $139,434-78.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 28.53% | 79.19%-50.7pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $3,990 | $5,243-23.9% | $4,856-17.8% | $4,751-16.0% |
| Participant deferral / active EE | $9,880 | $8,100+22.0% | $7,758+27.4% | $6,710+47.2% |
| Admin fee / account holder | $191 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |