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 | $59,718 | $214,378-72.1% | $200,582-70.2% | $142,382-58.1% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 20.98% | 46.41%-25.4pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,947 | $6,841-42.3% | $6,419-38.5% | $4,299-8.2% |
| Participant deferral / active EE | $5,206 | $9,865-47.2% | $9,331-44.2% | $6,507-20.0% |
| Admin fee / account holder | $111 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |