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 | $50,668 | $74,888-32.3% | $71,209-28.8% | $142,382-64.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.55% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $451 | $2,854-84.2% | $2,721-83.4% | $4,299-89.5% |
| Participant deferral / active EE | $7,317 | $4,454+64.3% | $4,175+75.2% | $6,507+12.4% |
| Admin fee / account holder | $189 | $5,568-96.6% | $5,349-96.5% | $12,624-98.5% |