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 | $49,209 | $177,572-72.3% | $154,803-68.2% | $142,382-65.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 15.47% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,695 | $4,810-64.8% | $4,305-60.6% | $4,299-60.6% |
| Participant deferral / active EE | $6,661 | $6,272+6.2% | $5,540+20.2% | $6,507+2.4% |
| Admin fee / account holder | $283 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |