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 4-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 | $71,705 | $114,381-37.3% | $107,525-33.3% | $142,382-49.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.53% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,823 | $4,015-4.8% | $3,754+1.9% | $4,299-11.1% |
| Participant deferral / active EE | $7,622 | $5,564+37.0% | $5,116+49.0% | $6,507+17.1% |
| Admin fee / account holder | $283 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |