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 8-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 | $37,137 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 43.03% | 348.15%-305.1pp | 276.60%-233.6pp | 302.83%-259.8pp |
| Employer contribution / active EE | $6,016 | $5,103+17.9% | $4,644+29.5% | $4,761+26.3% |
| Participant deferral / active EE | $11,676 | $7,181+62.6% | $6,842+70.7% | $5,982+95.2% |
| Admin fee / account holder | $130 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |