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 10-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 | $63,750 | $135,952-53.1% | $123,892-48.5% | $273,961-76.7% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 43.49% | 56.63%-13.1pp | 47.52%-4.0pp | 41.45%+2.0pp |
| Employer contribution / active EE | $3,142 | $5,170-39.2% | $4,617-31.9% | $4,869-35.5% |
| Participant deferral / active EE | $8,409 | $6,343+32.6% | $5,984+40.5% | $5,287+59.0% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |