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 9-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 | $40,343 | $175,202-77.0% | $149,673-73.0% | $139,434-71.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.78% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,880 | $5,474-65.7% | $4,818-61.0% | $4,751-60.4% |
| Participant deferral / active EE | $3,124 | $6,519-52.1% | $5,680-45.0% | $6,710-53.4% |
| Admin fee / account holder | $299 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |