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 | $52,461 | $133,922-60.8% | $116,228-54.9% | $142,382-63.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 23.47% | 147.76%-124.3pp | 90.06%-66.6pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,101 | $3,446+19.0% | $2,994+36.9% | $4,299-4.6% |
| Participant deferral / active EE | $11,726 | $5,672+106.7% | $4,953+136.7% | $6,507+80.2% |
| Admin fee / account holder | $166 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |