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 | $30,699 | $165,335-81.4% | $149,696-79.5% | $158,922-80.7% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 20.70% | 348.15%-327.4pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,690 | $5,103-66.9% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $6,180 | $7,181-13.9% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $205 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |