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 | $54,757 | $93,571-41.5% | $135,903-59.7% | $75,163-27.1% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 34.07% | 30.90%+3.2pp | 68.23%-34.2pp | 160.62%-126.5pp |
| Employer contribution / active EE | $7,657 | $3,537+116.5% | $4,856+57.7% | $2,670+186.8% |
| Participant deferral / active EE | $9,386 | $6,404+46.6% | $7,758+21.0% | $4,125+127.5% |
| Admin fee / account holder | $74 | $6,975-98.9% | $10,762-99.3% | $5,651-98.7% |