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 | $65,910 | $201,272-67.3% | $184,203-64.2% | $145,922-54.8% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 18.78% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,453 | $7,022-50.8% | $6,427-46.3% | $4,660-25.9% |
| Participant deferral / active EE | $10,809 | $9,806+10.2% | $9,131+18.4% | $6,688+61.6% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |