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 | $59,106 | $214,378-72.4% | $200,582-70.5% | $142,382-58.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 17.42% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,244 | $6,841-67.2% | $6,419-65.0% | $4,299-47.8% |
| Participant deferral / active EE | $5,029 | $9,865-49.0% | $9,331-46.1% | $6,507-22.7% |
| Admin fee / account holder | $5 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |