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 10-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 | $77,840 | $117,983-34.0% | $101,794-23.5% | $142,382-45.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 21.27% | 36.92%-15.6pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,834 | $2,773+110.4% | $2,289+154.9% | $4,299+35.7% |
| Participant deferral / active EE | $7,207 | $4,714+52.9% | $4,084+76.5% | $6,507+10.8% |
| Admin fee / account holder | $236 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |