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 | $43,737 | $127,065-65.6% | $113,168-61.4% | $142,382-69.3% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 55.89% | 24.03%+31.9pp | 24.27%+31.6pp | 217.08%-161.2pp |
| Employer contribution / active EE | $2,874 | $3,442-16.5% | $2,975-3.4% | $4,299-33.2% |
| Participant deferral / active EE | $6,529 | $5,716+14.2% | $5,107+27.9% | $6,507+0.3% |
| Admin fee / account holder | $198 | $15,736-98.7% | $12,068-98.4% | $12,624-98.4% |