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 | $84,846 | $114,381-25.8% | $107,525-21.1% | $142,382-40.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.59% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,592 | $4,015-60.4% | $3,754-57.6% | $4,299-63.0% |
| Participant deferral / active EE | $13,261 | $5,564+138.3% | $5,116+159.2% | $6,507+103.8% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |