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 | $72,691 | $214,378-66.1% | $200,582-63.8% | $142,382-48.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 23.01% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $5,922 | $6,841-13.4% | $6,419-7.7% | $4,299+37.7% |
| Participant deferral / active EE | $9,432 | $9,865-4.4% | $9,331+1.1% | $6,507+45.0% |
| Admin fee / account holder | $165 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |