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 | $64,445 | $111,754-42.3% | $103,333-37.6% | $145,922-55.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.59% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,193 | $4,212-24.2% | $3,868-17.4% | $4,660-31.5% |
| Participant deferral / active EE | $8,710 | $5,619+55.0% | $5,057+72.2% | $6,688+30.2% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |