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 | $35,842 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 28.76% | 79.19%-50.4pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,767 | $5,243-47.2% | $4,856-43.0% | $4,751-41.8% |
| Participant deferral / active EE | $7,467 | $8,100-7.8% | $7,758-3.8% | $6,710+11.3% |
| Admin fee / account holder | $85 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |