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 | $58,858 | $114,381-48.5% | $107,525-45.3% | $142,382-58.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 23.62% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $9,700 | $4,015+141.6% | $3,754+158.4% | $4,299+125.6% |
| Participant deferral / active EE | $7,920 | $5,564+42.3% | $5,116+54.8% | $6,507+21.7% |
| Admin fee / account holder | $211 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |