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 7-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 | $62,798 | $159,602-60.7% | $150,045-58.1% | $142,382-55.9% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 35.33% | 70.24%-34.9pp | 62.55%-27.2pp | 217.08%-181.7pp |
| Employer contribution / active EE | $2,876 | $4,961-42.0% | $4,693-38.7% | $4,299-33.1% |
| Participant deferral / active EE | $5,902 | $8,310-29.0% | $7,997-26.2% | $6,507-9.3% |
| Admin fee / account holder | $232 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |