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 | $43,206 | $100,773-57.1% | $88,946-51.4% | $142,382-69.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.86% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,458 | $2,918-15.8% | $2,555-3.8% | $4,299-42.8% |
| Participant deferral / active EE | $6,806 | $5,230+30.1% | $4,581+48.6% | $6,507+4.6% |
| Admin fee / account holder | $150 | $9,693-98.4% | $8,261-98.2% | $12,624-98.8% |