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 | $68,559 | $106,584-35.7% | $101,326-32.3% | $142,382-51.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 25.74% | 36.93%-11.2pp | 36.82%-11.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,766 | $3,956-4.8% | $3,665+2.8% | $4,299-12.4% |
| Participant deferral / active EE | $10,190 | $8,297+22.8% | $7,994+27.5% | $6,507+56.6% |
| Admin fee / account holder | $264 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |