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 6-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 | $29,437 | $202,432-85.5% | $169,368-82.6% | $139,434-78.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 31.01% | 531.74%-500.7pp | 405.60%-374.6pp | 372.94%-341.9pp |
| Employer contribution / active EE | $1,598 | $4,692-65.9% | $4,013-60.2% | $4,751-66.4% |
| Participant deferral / active EE | $2,129 | $6,938-69.3% | $6,221-65.8% | $6,710-68.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |