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 6-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 | $70,028 | $201,272-65.2% | $184,203-62.0% | $145,922-52.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.27% | 29.00%-7.7pp | 28.81%-7.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,735 | $7,022-75.3% | $6,427-73.0% | $4,660-62.8% |
| Participant deferral / active EE | $9,545 | $9,806-2.7% | $9,131+4.5% | $6,688+42.7% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |