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 8-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 | $60,327 | $124,281-51.5% | $109,143-44.7% | $167,490-64.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 17.53% | 26.04%-8.5pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,979 | $4,207-29.2% | $3,722-20.0% | $4,837-38.4% |
| Participant deferral / active EE | $5,479 | $5,255+4.3% | $4,653+17.8% | $6,341-13.6% |
| Admin fee / account holder | $262 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |