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 | $41,865 | $114,381-63.4% | $107,525-61.1% | $142,382-70.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 23.39% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,499 | $4,015+12.1% | $3,754+19.9% | $4,299+4.7% |
| Participant deferral / active EE | $14,019 | $5,564+151.9% | $5,116+174.0% | $6,507+115.4% |
| Admin fee / account holder | $83 | $9,860-99.2% | $8,919-99.1% | $12,624-99.3% |