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 5-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 | $58,169 | $106,584-45.4% | $101,326-42.6% | $142,382-59.1% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 21.28% | 36.93%-15.6pp | 36.82%-15.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,885 | $3,956-52.3% | $3,665-48.6% | $4,299-56.1% |
| Participant deferral / active EE | $9,691 | $8,297+16.8% | $7,994+21.2% | $6,507+48.9% |
| Admin fee / account holder | $12 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |