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 6-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 | $55,615 | $177,572-68.7% | $154,803-64.1% | $142,382-60.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.94% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $959 | $4,810-80.1% | $4,305-77.7% | $4,299-77.7% |
| Participant deferral / active EE | $7,996 | $6,272+27.5% | $5,540+44.3% | $6,507+22.9% |
| Admin fee / account holder | $133 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |