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 | $72,700 | $115,770-37.2% | $101,248-28.2% | $158,922-54.3% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 20.18% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,427 | $4,175-41.9% | $3,660-33.7% | $4,761-49.0% |
| Participant deferral / active EE | $4,025 | $4,957-18.8% | $4,370-7.9% | $5,982-32.7% |
| Admin fee / account holder | $1 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |