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 | $28,289 | $165,335-82.9% | $149,696-81.1% | $158,922-82.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 23.43% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,678 | $5,103-47.5% | $4,644-42.3% | $4,761-43.8% |
| Participant deferral / active EE | $4,778 | $7,181-33.5% | $6,842-30.2% | $5,982-20.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |