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 5-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 | $62,991 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 21.29% | 70.24%-48.9pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,618 | $4,961-6.9% | $4,693-1.6% | $4,299+7.4% |
| Participant deferral / active EE | $14,785 | $8,310+77.9% | $7,997+84.9% | $6,507+127.2% |
| Admin fee / account holder | $225 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |