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 | $122,431 | $179,726-31.9% | $156,263-21.7% | $142,382-14.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 18.09% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,679 | $5,069-47.1% | $4,333-38.2% | $4,299-37.7% |
| Participant deferral / active EE | $10,833 | $6,956+55.7% | $6,158+75.9% | $6,507+66.5% |
| Admin fee / account holder | $18 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |