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 | $84,051 | $114,381-26.5% | $107,525-21.8% | $142,382-41.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.08% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,061 | $4,015-48.7% | $3,754-45.1% | $4,299-52.1% |
| Participant deferral / active EE | $4,169 | $5,564-25.1% | $5,116-18.5% | $6,507-35.9% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |