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 | $42,521 | $228,332-81.4% | $185,823-77.1% | $158,922-73.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 22.82% | 40.80%-18.0pp | 35.95%-13.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,029 | $4,967-79.3% | $4,087-74.8% | $4,761-78.4% |
| Participant deferral / active EE | $5,609 | $6,415-12.6% | $5,632-0.4% | $5,982-6.2% |
| Admin fee / account holder | $210 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |