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 | $64,322 | $114,381-43.8% | $107,525-40.2% | $142,382-54.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,244 | $4,015+130.3% | $3,754+146.3% | $4,299+115.0% |
| Participant deferral / active EE | $2,127 | $5,564-61.8% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $228 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |