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 | $32,830 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 18.32% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,418 | $4,961-51.3% | $4,693-48.5% | $4,299-43.8% |
| Participant deferral / active EE | $2,671 | $8,310-67.9% | $7,997-66.6% | $6,507-59.0% |
| Admin fee / account holder | $156 | $14,846-99.0% | $13,435-98.8% | $12,624-98.8% |