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 8-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 | $47,515 | $90,590-47.5% | $90,782-47.7% | $135,375-64.9% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.7pp | 82.6%+9.7pp |
| Annual return | 12.48% | -3.40%+15.9pp | -3.42%+15.9pp | 519.73%-507.3pp |
| Employer contribution / active EE | $7,603 | $4,352+74.7% | $4,105+85.2% | $4,779+59.1% |
| Participant deferral / active EE | $14,612 | $5,407+170.3% | $5,366+172.3% | $5,609+160.5% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |