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 8-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 | $70,741 | $106,584-33.6% | $101,326-30.2% | $142,382-50.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 23.35% | 36.93%-13.6pp | 36.82%-13.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,810 | $3,956-54.3% | $3,665-50.6% | $4,299-57.9% |
| Participant deferral / active EE | $5,200 | $8,297-37.3% | $7,994-34.9% | $6,507-20.1% |
| Admin fee / account holder | $215 | $11,446-98.1% | $11,185-98.1% | $12,624-98.3% |