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 9-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 | $115,880 | $165,335-29.9% | $149,696-22.6% | $158,922-27.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.77% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,142 | $5,103-38.4% | $4,644-32.4% | $4,761-34.0% |
| Participant deferral / active EE | $8,319 | $7,181+15.8% | $6,842+21.6% | $5,982+39.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |