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 7-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 | $44,616 | $175,202-74.5% | $149,673-70.2% | $139,434-68.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.81% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,446 | $5,474-37.1% | $4,818-28.5% | $4,751-27.5% |
| Participant deferral / active EE | $8,296 | $6,519+27.3% | $5,680+46.1% | $6,710+23.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |