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 | $71,160 | $217,402-67.3% | $185,823-61.7% | $167,490-57.5% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 15.06% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,677 | $5,873-54.4% | $5,167-48.2% | $4,837-44.7% |
| Participant deferral / active EE | $7,272 | $6,356+14.4% | $5,568+30.6% | $6,341+14.7% |
| Admin fee / account holder | -$68 | $19,811-100.3% | $16,237-100.4% | $12,309-100.6% |