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 | $64,047 | $177,572-63.9% | $154,803-58.6% | $142,382-55.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 20.26% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,945 | $4,810-59.6% | $4,305-54.8% | $4,299-54.8% |
| Participant deferral / active EE | $4,703 | $6,272-25.0% | $5,540-15.1% | $6,507-27.7% |
| Admin fee / account holder | $167 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |