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 | $71,735 | $159,602-55.1% | $150,045-52.2% | $142,382-49.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.23% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,975 | $4,961-40.0% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $9,272 | $8,310+11.6% | $7,997+15.9% | $6,507+42.5% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |