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 | $49,660 | $214,378-76.8% | $200,582-75.2% | $142,382-65.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.15% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,925 | $6,841-57.3% | $6,419-54.4% | $4,299-32.0% |
| Participant deferral / active EE | $7,590 | $9,865-23.1% | $9,331-18.7% | $6,507+16.6% |
| Admin fee / account holder | $176 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |