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 10-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 | $134,299 | $185,822-27.7% | $169,993-21.0% | $139,434-3.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 28.25% | 60.50%-32.3pp | 53.37%-25.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,437 | $7,590-67.9% | $6,785-64.1% | $4,751-48.7% |
| Participant deferral / active EE | $5,330 | $11,622-54.1% | $10,408-48.8% | $6,710-20.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |