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 | $35,959 | $165,335-78.3% | $149,696-76.0% | $158,922-77.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 27.42% | 348.15%-320.7pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $4,129 | $5,103-19.1% | $4,644-11.1% | $4,761-13.3% |
| Participant deferral / active EE | $14,688 | $7,181+104.5% | $6,842+114.7% | $5,982+145.5% |
| Admin fee / account holder | $169 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |