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 | $64,741 | $214,378-69.8% | $200,582-67.7% | $142,382-54.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 22.92% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,086 | $6,841-69.5% | $6,419-67.5% | $4,299-51.5% |
| Participant deferral / active EE | $12,139 | $9,865+23.1% | $9,331+30.1% | $6,507+86.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |