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 10-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 | $33,763 | $179,726-81.2% | $156,263-78.4% | $142,382-76.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 14.63% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,666 | $5,069-67.1% | $4,333-61.6% | $4,299-61.3% |
| Participant deferral / active EE | $2,357 | $6,956-66.1% | $6,158-61.7% | $6,507-63.8% |
| Admin fee / account holder | $4 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |