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 8-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 | $34,793 | $116,175-70.1% | $93,606-62.8% | $152,861-77.2% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 38.64% | 35.96%+2.7pp | 32.76%+5.9pp | 345.32%-306.7pp |
| Employer contribution / active EE | $6,179 | $3,218+92.0% | $2,718+127.3% | $4,762+29.7% |
| Participant deferral / active EE | $11,349 | $4,603+146.5% | $4,069+178.9% | $5,850+94.0% |
| Admin fee / account holder | $107 | $10,748-99.0% | $7,888-98.6% | $11,596-99.1% |