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 | $64,531 | $159,602-59.6% | $150,045-57.0% | $142,382-54.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 22.33% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $11,571 | $4,961+133.3% | $4,693+146.5% | $4,299+169.1% |
| Participant deferral / active EE | $5,858 | $8,310-29.5% | $7,997-26.7% | $6,507-10.0% |
| Admin fee / account holder | $97 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |