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 | $58,761 | $111,754-47.4% | $103,333-43.1% | $145,922-59.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.43% | 24.77%-14.3pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,223 | $4,212-47.2% | $3,868-42.5% | $4,660-52.3% |
| Participant deferral / active EE | $7,475 | $5,619+33.0% | $5,057+47.8% | $6,688+11.8% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |