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 | $97,291 | $60,124+61.8% | $90,404+7.6% | $79,858+21.8% |
| Participation rate | 72.4% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.8pp |
| Annual return | 18.16% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,576 | $2,068-23.8% | $3,262-51.7% | $2,471-36.2% |
| Participant deferral / active EE | $3,239 | $2,938+10.2% | $3,963-18.3% | $3,740-13.4% |
| Admin fee / account holder | $271 | $3,976-93.2% | $5,611-95.2% | $5,306-94.9% |