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 | $36,644 | $127,065-71.2% | $113,168-67.6% | $142,382-74.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 18.30% | 24.03%-5.7pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,793 | $3,442-47.9% | $2,975-39.7% | $4,299-58.3% |
| Participant deferral / active EE | $3,019 | $5,716-47.2% | $5,107-40.9% | $6,507-53.6% |
| Admin fee / account holder | $2 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |