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 | $31,958 | $177,572-82.0% | $154,803-79.4% | $142,382-77.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.68% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,460 | $4,810-28.1% | $4,305-19.6% | $4,299-19.5% |
| Participant deferral / active EE | $4,415 | $6,272-29.6% | $5,540-20.3% | $6,507-32.1% |
| Admin fee / account holder | $74 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |