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 7-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 | $36,529 | $78,422-53.4% | $95,952-61.9% | $79,858-54.3% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 47.61% | 19.37%+28.2pp | 91.61%-44.0pp | 31.71%+15.9pp |
| Employer contribution / active EE | $2,024 | $1,945+4.1% | $2,541-20.3% | $2,471-18.1% |
| Participant deferral / active EE | $5,228 | $3,440+52.0% | $4,167+25.5% | $3,740+39.8% |
| Admin fee / account holder | $203 | $5,622-96.4% | $6,795-97.0% | $5,306-96.2% |