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 | $30,691 | $209,411-85.3% | $178,490-82.8% | $158,922-80.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 26.20% | 188.75%-162.6pp | 151.07%-124.9pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,520 | $5,706-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $5,258 | $5,954-11.7% | $5,202+1.1% | $5,982-12.1% |
| Admin fee / account holder | $165 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |