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 | $77,764 | $159,602-51.3% | $150,045-48.2% | $142,382-45.4% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 21.75% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,972 | $4,961+20.4% | $4,693+27.3% | $4,299+38.9% |
| Participant deferral / active EE | $9,237 | $8,310+11.2% | $7,997+15.5% | $6,507+41.9% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |