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 | $82,881 | $133,922-38.1% | $116,228-28.7% | $142,382-41.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 24.41% | 147.76%-123.3pp | 90.06%-65.6pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,372 | $3,446+26.9% | $2,994+46.0% | $4,299+1.7% |
| Participant deferral / active EE | $12,737 | $5,672+124.6% | $4,953+157.2% | $6,507+95.7% |
| Admin fee / account holder | $107 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |