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 | $68,188 | $201,272-66.1% | $184,203-63.0% | $145,922-53.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 12.35% | 29.00%-16.6pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,941 | $7,022+27.3% | $6,427+39.1% | $4,660+91.9% |
| Participant deferral / active EE | $7,591 | $9,806-22.6% | $9,131-16.9% | $6,688+13.5% |
| Admin fee / account holder | $93 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |