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 | $72,216 | $159,602-54.8% | $150,045-51.9% | $142,382-49.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.68% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,863 | $4,961-22.1% | $4,693-17.7% | $4,299-10.2% |
| Participant deferral / active EE | $11,409 | $8,310+37.3% | $7,997+42.7% | $6,507+75.3% |
| Admin fee / account holder | $263 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |