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 | $70,155 | $159,602-56.0% | $150,045-53.2% | $142,382-50.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.74% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,939 | $4,961-40.7% | $4,693-37.4% | $4,299-31.6% |
| Participant deferral / active EE | $5,612 | $8,310-32.5% | $7,997-29.8% | $6,507-13.8% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |