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 | $33,137 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 12.72% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,890 | $4,961-61.9% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $5,820 | $8,310-30.0% | $7,997-27.2% | $6,507-10.6% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |