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 | $59,032 | $110,257-46.5% | $96,544-38.9% | $139,434-57.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 18.23% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,447 | $3,620-32.4% | $2,965-17.5% | $4,751-48.5% |
| Participant deferral / active EE | $3,359 | $5,548-39.5% | $4,851-30.8% | $6,710-49.9% |
| Admin fee / account holder | $4 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |