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 8-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 | $33,050 | $74,888-55.9% | $71,209-53.6% | $142,382-76.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 21.74% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,033 | $2,854-28.8% | $2,721-25.3% | $4,299-52.7% |
| Participant deferral / active EE | $7,256 | $4,454+62.9% | $4,175+73.8% | $6,507+11.5% |
| Admin fee / account holder | -$30 | $5,568-100.5% | $5,349-100.6% | $12,624-100.2% |