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 | $63,054 | $100,773-37.4% | $88,946-29.1% | $142,382-55.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 19.85% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,574 | $2,918-11.8% | $2,555+0.8% | $4,299-40.1% |
| Participant deferral / active EE | $8,053 | $5,230+54.0% | $4,581+75.8% | $6,507+23.8% |
| Admin fee / account holder | $238 | $9,693-97.5% | $8,261-97.1% | $12,624-98.1% |