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 | $60,260 | $148,534-59.4% | $135,903-55.7% | $139,434-56.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.58% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,382 | $5,243-16.4% | $4,856-9.8% | $4,751-7.8% |
| Participant deferral / active EE | $9,020 | $8,100+11.4% | $7,758+16.3% | $6,710+34.4% |
| Admin fee / account holder | $211 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |