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 | $117,403 | $111,754+5.1% | $103,333+13.6% | $145,922-19.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.82% | 24.77%-9.9pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,764 | $4,212-58.1% | $3,868-54.4% | $4,660-62.1% |
| Participant deferral / active EE | $3,343 | $5,619-40.5% | $5,057-33.9% | $6,688-50.0% |
| Admin fee / account holder | $54 | $9,750-99.4% | $8,355-99.4% | $13,397-99.6% |