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 9-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 | $63,128 | $149,734-57.8% | $118,925-46.9% | $158,922-60.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 19.18% | 19.95%-0.8pp | 35.88%-16.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,918 | $4,115-29.1% | $3,263-10.6% | $4,761-38.7% |
| Participant deferral / active EE | $5,404 | $5,223+3.5% | $4,265+26.7% | $5,982-9.7% |
| Admin fee / account holder | $45 | $8,603-99.5% | $6,581-99.3% | $11,246-99.6% |