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 4-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 | $44,056 | $159,602-72.4% | $150,045-70.6% | $142,382-69.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.47% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,095 | $4,961-37.6% | $4,693-34.0% | $4,299-28.0% |
| Participant deferral / active EE | $7,634 | $8,310-8.1% | $7,997-4.5% | $6,507+17.3% |
| Admin fee / account holder | $173 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |