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 4-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 | $75,825 | $114,381-33.7% | $107,525-29.5% | $142,382-46.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.56% | 242.71%-229.1pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,186 | $4,015-45.5% | $3,754-41.8% | $4,299-49.1% |
| Participant deferral / active EE | $3,236 | $5,564-41.8% | $5,116-36.7% | $6,507-50.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |