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 | $63,352 | $177,572-64.3% | $154,803-59.1% | $142,382-55.5% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 14.11% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,849 | $4,810-40.8% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $8,851 | $6,272+41.1% | $5,540+59.8% | $6,507+36.0% |
| Admin fee / account holder | $161 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |