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 | $30,118 | $179,726-83.2% | $156,263-80.7% | $142,382-78.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 22.18% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,903 | $5,069-62.5% | $4,333-56.1% | $4,299-55.7% |
| Participant deferral / active EE | $4,691 | $6,956-32.6% | $6,158-23.8% | $6,507-27.9% |
| Admin fee / account holder | $203 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |