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 | $44,104 | $81,248-45.7% | $155,509-71.6% | $80,856-45.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 20.23% | 33.31%-13.1pp | 64.67%-44.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,877 | $3,100-7.2% | $4,672-38.4% | $2,755+4.4% |
| Participant deferral / active EE | $7,575 | $3,452+119.5% | $5,626+34.6% | $4,296+76.3% |
| Admin fee / account holder | $2 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |