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 | $35,505 | $179,726-80.2% | $156,263-77.3% | $142,382-75.1% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 23.00% | 77.86%-54.9pp | 59.47%-36.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,453 | $5,069-51.6% | $4,333-43.4% | $4,299-42.9% |
| Participant deferral / active EE | $5,425 | $6,956-22.0% | $6,158-11.9% | $6,507-16.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |