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 | $119,612 | $165,335-27.7% | $149,696-20.1% | $158,922-24.7% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 19.88% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,651 | $5,103-28.5% | $4,644-21.4% | $4,761-23.3% |
| Participant deferral / active EE | $9,236 | $7,181+28.6% | $6,842+35.0% | $5,982+54.4% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |