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 | $46,608 | $209,411-77.7% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 41.98% | 188.75%-146.8pp | 151.07%-109.1pp | 302.83%-260.8pp |
| Employer contribution / active EE | $11,005 | $5,706+92.8% | $5,011+119.6% | $4,761+131.1% |
| Participant deferral / active EE | $7,070 | $5,954+18.7% | $5,202+35.9% | $5,982+18.2% |
| Admin fee / account holder | $280 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |