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 3-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 | $23,536 | $74,888-68.6% | $71,209-66.9% | $142,382-83.5% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 24.21% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,709 | $2,854-40.1% | $2,721-37.2% | $4,299-60.3% |
| Participant deferral / active EE | $3,399 | $4,454-23.7% | $4,175-18.6% | $6,507-47.8% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |