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 | $65,872 | $127,777-48.4% | $106,548-38.2% | $167,490-60.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 17.66% | 33.87%-16.2pp | 26.80%-9.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,204 | $3,427-35.7% | $2,819-21.8% | $4,837-54.4% |
| Participant deferral / active EE | $5,255 | $5,087+3.3% | $4,398+19.5% | $6,341-17.1% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |