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 | $57,993 | $148,534-61.0% | $135,903-57.3% | $139,434-58.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.54% | 79.19%-58.6pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,461 | $5,243-53.1% | $4,856-49.3% | $4,751-48.2% |
| Participant deferral / active EE | $7,137 | $8,100-11.9% | $7,758-8.0% | $6,710+6.4% |
| Admin fee / account holder | $219 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |