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 | $63,922 | $179,726-64.4% | $156,263-59.1% | $142,382-55.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.06% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,980 | $5,069-21.5% | $4,333-8.1% | $4,299-7.4% |
| Participant deferral / active EE | $5,570 | $6,956-19.9% | $6,158-9.6% | $6,507-14.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |