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 | $35,313 | $106,515-66.8% | $96,683-63.5% | $139,434-74.7% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 17.78% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,314 | $4,103-43.6% | $3,737-38.1% | $4,751-51.3% |
| Participant deferral / active EE | $5,276 | $5,454-3.3% | $4,878+8.2% | $6,710-21.4% |
| Admin fee / account holder | $274 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |