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 9-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 | $69,540 | $209,411-66.8% | $178,490-61.0% | $158,922-56.2% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 25.72% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,679 | $5,706-70.6% | $5,011-66.5% | $4,761-64.7% |
| Participant deferral / active EE | $4,833 | $5,954-18.8% | $5,202-7.1% | $5,982-19.2% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |