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 | $47,555 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 55.51% | 70.24%-14.7pp | 62.55%-7.0pp | 217.08%-161.6pp |
| Employer contribution / active EE | $4,449 | $4,961-10.3% | $4,693-5.2% | $4,299+3.5% |
| Participant deferral / active EE | $8,826 | $8,310+6.2% | $7,997+10.4% | $6,507+35.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |