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 | $55,997 | $214,378-73.9% | $200,582-72.1% | $142,382-60.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 44.12% | 46.41%-2.3pp | 42.33%+1.8pp | 217.08%-173.0pp |
| Employer contribution / active EE | $4,276 | $6,841-37.5% | $6,419-33.4% | $4,299-0.5% |
| Participant deferral / active EE | $7,861 | $9,865-20.3% | $9,331-15.8% | $6,507+20.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |