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 | $38,260 | $209,411-81.7% | $178,490-78.6% | $158,922-75.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.69% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,986 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $3,556 | $5,954-40.3% | $5,202-31.6% | $5,982-40.6% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |