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 | $33,265 | $165,335-79.9% | $149,696-77.8% | $158,922-79.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.54% | 348.15%-322.6pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $1,855 | $5,103-63.6% | $4,644-60.1% | $4,761-61.0% |
| Participant deferral / active EE | $7,894 | $7,181+9.9% | $6,842+15.4% | $5,982+32.0% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |