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 9-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 | $76,379 | $117,983-35.3% | $101,794-25.0% | $142,382-46.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 17.26% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,871 | $2,773+3.5% | $2,289+25.4% | $4,299-33.2% |
| Participant deferral / active EE | $6,711 | $4,714+42.4% | $4,084+64.3% | $6,507+3.1% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |