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 | $82,680 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 20.59% | 70.24%-49.6pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,125 | $4,961-57.2% | $4,693-54.7% | $4,299-50.6% |
| Participant deferral / active EE | $4,132 | $8,310-50.3% | $7,997-48.3% | $6,507-36.5% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |