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 | $33,176 | $175,202-81.1% | $149,673-77.8% | $139,434-76.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.43% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,397 | $5,474-37.9% | $4,818-29.5% | $4,751-28.5% |
| Participant deferral / active EE | $10,422 | $6,519+59.9% | $5,680+83.5% | $6,710+55.3% |
| Admin fee / account holder | $287 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |