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 | $40,907 | $109,327-62.6% | $89,391-54.2% | $158,922-74.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 22.71% | 345.68%-323.0pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,364 | $3,170-57.0% | $2,586-47.2% | $4,761-71.3% |
| Participant deferral / active EE | $5,351 | $4,598+16.4% | $3,890+37.6% | $5,982-10.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |