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 | $26,583 | $165,335-83.9% | $149,696-82.2% | $158,922-83.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 37.07% | 348.15%-311.1pp | 276.60%-239.5pp | 302.83%-265.8pp |
| Employer contribution / active EE | $4,740 | $5,103-7.1% | $4,644+2.1% | $4,761-0.4% |
| Participant deferral / active EE | $6,053 | $7,181-15.7% | $6,842-11.5% | $5,982+1.2% |
| Admin fee / account holder | $80 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |