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 | $43,184 | $165,335-73.9% | $149,696-71.2% | $158,922-72.8% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 23.79% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,939 | $5,103-42.4% | $4,644-36.7% | $4,761-38.3% |
| Participant deferral / active EE | $6,775 | $7,181-5.7% | $6,842-1.0% | $5,982+13.3% |
| Admin fee / account holder | $186 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |