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 | $59,680 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 21.01% | 348.15%-327.1pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,927 | $5,103-42.6% | $4,644-37.0% | $4,761-38.5% |
| Participant deferral / active EE | $6,014 | $7,181-16.3% | $6,842-12.1% | $5,982+0.5% |
| Admin fee / account holder | $102 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |