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 | $39,499 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.36% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,572 | $4,961+12.3% | $4,693+18.7% | $4,299+29.6% |
| Participant deferral / active EE | $3,301 | $8,310-60.3% | $7,997-58.7% | $6,507-49.3% |
| Admin fee / account holder | $121 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |