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 10-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 | $81,391 | $159,602-49.0% | $150,045-45.8% | $142,382-42.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 31.27% | 70.24%-39.0pp | 62.55%-31.3pp | 217.08%-185.8pp |
| Employer contribution / active EE | $5,627 | $4,961+13.4% | $4,693+19.9% | $4,299+30.9% |
| Participant deferral / active EE | $18,166 | $8,310+118.6% | $7,997+127.2% | $6,507+179.2% |
| Admin fee / account holder | $287 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |