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 | $115,082 | $177,572-35.2% | $154,803-25.7% | $142,382-19.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.68% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,975 | $4,810+24.2% | $4,305+38.8% | $4,299+39.0% |
| Participant deferral / active EE | $5,977 | $6,272-4.7% | $5,540+7.9% | $6,507-8.2% |
| Admin fee / account holder | $23 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |