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 | $25,282 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 29.92% | 348.15%-318.2pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $3,035 | $5,103-40.5% | $4,644-34.7% | $4,761-36.3% |
| Participant deferral / active EE | $6,773 | $7,181-5.7% | $6,842-1.0% | $5,982+13.2% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |