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 | $34,163 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,520 | $4,961-69.4% | $4,693-67.6% | $4,299-64.6% |
| Participant deferral / active EE | $4,681 | $8,310-43.7% | $7,997-41.5% | $6,507-28.1% |
| Admin fee / account holder | $260 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |