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 | $76,056 | $154,117-50.7% | $129,995-41.5% | $139,434-45.5% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 13.35% | 32.48%-19.1pp | -137.18%+150.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,423 | $5,289-16.4% | $4,320+2.4% | $4,751-6.9% |
| Participant deferral / active EE | $7,179 | $6,710+7.0% | $5,820+23.3% | $6,710+7.0% |
| Admin fee / account holder | $282 | $14,007-98.0% | $10,614-97.3% | $11,403-97.5% |