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 | $31,719 | $74,888-57.6% | $71,209-55.5% | $142,382-77.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.16% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,681 | $2,854-6.1% | $2,721-1.5% | $4,299-37.6% |
| Participant deferral / active EE | $4,275 | $4,454-4.0% | $4,175+2.4% | $6,507-34.3% |
| Admin fee / account holder | $112 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |