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 | $34,581 | $165,335-79.1% | $149,696-76.9% | $158,922-78.2% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 23.53% | 348.15%-324.6pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,790 | $5,103-64.9% | $4,644-61.5% | $4,761-62.4% |
| Participant deferral / active EE | $3,543 | $7,181-50.7% | $6,842-48.2% | $5,982-40.8% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |