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 | $73,594 | $111,301-33.9% | $112,977-34.9% | $158,922-53.7% |
| Participation rate | 76.2% | 83.5%-7.3pp | 82.6%-6.4pp | 82.0%-5.8pp |
| Annual return | 33.86% | 26.40%+7.5pp | 24.24%+9.6pp | 302.83%-269.0pp |
| Employer contribution / active EE | $8,874 | $4,471+98.5% | $4,255+108.6% | $4,761+86.4% |
| Participant deferral / active EE | $4,680 | $5,880-20.4% | $5,836-19.8% | $5,982-21.8% |
| Admin fee / account holder | $18 | $8,392-99.8% | $6,294-99.7% | $11,246-99.8% |