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 | $63,223 | $179,726-64.8% | $156,263-59.5% | $142,382-55.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 29.11% | 77.86%-48.8pp | 59.47%-30.4pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,662 | $5,069-47.5% | $4,333-38.6% | $4,299-38.1% |
| Participant deferral / active EE | $15,875 | $6,956+128.2% | $6,158+157.8% | $6,507+144.0% |
| Admin fee / account holder | $222 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |