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 6-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 | $62,970 | $114,381-44.9% | $107,525-41.4% | $142,382-55.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.52% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,171 | $4,015-45.9% | $3,754-42.2% | $4,299-49.5% |
| Participant deferral / active EE | $11,494 | $5,564+106.6% | $5,116+124.7% | $6,507+76.6% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |