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 | $44,214 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 25.33% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,967 | $5,103-22.3% | $4,644-14.6% | $4,761-16.7% |
| Participant deferral / active EE | $11,749 | $7,181+63.6% | $6,842+71.7% | $5,982+96.4% |
| Admin fee / account holder | $122 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |