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 | $37,802 | $159,602-76.3% | $150,045-74.8% | $142,382-73.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.44% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,732 | $4,961-44.9% | $4,693-41.8% | $4,299-36.5% |
| Participant deferral / active EE | $9,434 | $8,310+13.5% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $134 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |