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 8-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 | $51,308 | $99,020-48.2% | $86,590-40.7% | $147,584-65.2% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 19.76% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,328 | $3,132-57.6% | $2,839-53.2% | $4,876-72.8% |
| Participant deferral / active EE | $4,833 | $3,972+21.7% | $3,609+33.9% | $5,439-11.1% |
| Admin fee / account holder | $129 | $5,710-97.7% | $4,906-97.4% | $10,885-98.8% |