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 | $42,561 | $165,335-74.3% | $149,696-71.6% | $158,922-73.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.30% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,916 | $5,103-62.4% | $4,644-58.7% | $4,761-59.7% |
| Participant deferral / active EE | $9,301 | $7,181+29.5% | $6,842+35.9% | $5,982+55.5% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |