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 | $44,885 | $214,378-79.1% | $200,582-77.6% | $142,382-68.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 29.98% | 46.41%-16.4pp | 42.33%-12.4pp | 217.08%-187.1pp |
| Employer contribution / active EE | $6,074 | $6,841-11.2% | $6,419-5.4% | $4,299+41.3% |
| Participant deferral / active EE | $10,527 | $9,865+6.7% | $9,331+12.8% | $6,507+61.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |