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 | $68,472 | $185,822-63.2% | $169,993-59.7% | $139,434-50.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 41.19% | 60.50%-19.3pp | 53.37%-12.2pp | 372.94%-331.7pp |
| Employer contribution / active EE | $6,511 | $7,590-14.2% | $6,785-4.0% | $4,751+37.0% |
| Participant deferral / active EE | $13,172 | $11,622+13.3% | $10,408+26.6% | $6,710+96.3% |
| Admin fee / account holder | $261 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |