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 4-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 | $64,031 | $114,381-44.0% | $107,525-40.5% | $142,382-55.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.82% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,816 | $4,015-5.0% | $3,754+1.7% | $4,299-11.2% |
| Participant deferral / active EE | $6,966 | $5,564+25.2% | $5,116+36.2% | $6,507+7.1% |
| Admin fee / account holder | $293 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |