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 | $28,161 | $214,378-86.9% | $200,582-86.0% | $142,382-80.2% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 27.19% | 46.41%-19.2pp | 42.33%-15.1pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,602 | $6,841-76.6% | $6,419-75.0% | $4,299-62.7% |
| Participant deferral / active EE | $5,746 | $9,865-41.8% | $9,331-38.4% | $6,507-11.7% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |