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 | $81,448 | $111,754-27.1% | $103,333-21.2% | $145,922-44.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.85% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,109 | $4,212+21.3% | $3,868+32.1% | $4,660+9.6% |
| Participant deferral / active EE | $7,807 | $5,619+39.0% | $5,057+54.4% | $6,688+16.7% |
| Admin fee / account holder | $151 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |