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 9-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 | $93,463 | $102,828-9.1% | $105,387-11.3% | $152,861-38.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.56% | 20.85%+0.7pp | 26.82%-5.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,824 | $4,473-59.2% | $4,213-56.7% | $4,762-61.7% |
| Participant deferral / active EE | $3,926 | $5,465-28.2% | $5,502-28.6% | $5,850-32.9% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |