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 | $64,614 | $117,841-45.2% | $102,423-36.9% | $145,922-55.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 13.44% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,308 | $3,615-63.8% | $3,023-56.7% | $4,660-71.9% |
| Participant deferral / active EE | $1,956 | $5,731-65.9% | $5,053-61.3% | $6,688-70.7% |
| Admin fee / account holder | $57 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |