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 | $40,361 | $177,572-77.3% | $154,803-73.9% | $142,382-71.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 29.30% | 65.07%-35.8pp | 58.88%-29.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $2,668 | $4,810-44.5% | $4,305-38.0% | $4,299-37.9% |
| Participant deferral / active EE | $4,818 | $6,272-23.2% | $5,540-13.0% | $6,507-26.0% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |