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 7-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 | $63,471 | $148,534-57.3% | $135,903-53.3% | $139,434-54.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.45% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $7,288 | $5,243+39.0% | $4,856+50.1% | $4,751+53.4% |
| Participant deferral / active EE | $12,087 | $8,100+49.2% | $7,758+55.8% | $6,710+80.1% |
| Admin fee / account holder | $240 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |