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 | $87,995 | $159,602-44.9% | $150,045-41.4% | $142,382-38.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.04% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,341 | $4,961+27.8% | $4,693+35.1% | $4,299+47.5% |
| Participant deferral / active EE | $12,165 | $8,310+46.4% | $7,997+52.1% | $6,507+86.9% |
| Admin fee / account holder | $102 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |