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 | $27,968 | $110,257-74.6% | $96,544-71.0% | $139,434-79.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.66% | 26.32%-7.7pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,729 | $3,620+3.0% | $2,965+25.8% | $4,751-21.5% |
| Participant deferral / active EE | $5,859 | $5,548+5.6% | $4,851+20.8% | $6,710-12.7% |
| Admin fee / account holder | $94 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |