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 | $29,341 | $127,065-76.9% | $113,168-74.1% | $142,382-79.4% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 22.91% | 24.03%-1.1pp | 24.27%-1.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,920 | $3,442-44.2% | $2,975-35.5% | $4,299-55.3% |
| Participant deferral / active EE | $3,029 | $5,716-47.0% | $5,107-40.7% | $6,507-53.5% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |