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 6-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 | $25,487 | $124,281-79.5% | $109,143-76.6% | $167,490-84.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 18.30% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,584 | $4,207-38.6% | $3,722-30.6% | $4,837-46.6% |
| Participant deferral / active EE | $6,458 | $5,255+22.9% | $4,653+38.8% | $6,341+1.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |