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 8-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 | $41,933 | $157,256-73.3% | $141,162-70.3% | $152,861-72.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 34.18% | 64.32%-30.1pp | 71.39%-37.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $3,113 | $5,261-40.8% | $4,735-34.3% | $4,762-34.6% |
| Participant deferral / active EE | $12,940 | $7,109+82.0% | $6,709+92.9% | $5,850+121.2% |
| Admin fee / account holder | $235 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |