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 | $60,687 | $183,519-66.9% | $155,509-61.0% | $145,922-58.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 39.77% | 61.17%-21.4pp | 64.67%-24.9pp | 561.29%-521.5pp |
| Employer contribution / active EE | $2,374 | $5,313-55.3% | $4,672-49.2% | $4,660-49.0% |
| Participant deferral / active EE | $4,513 | $6,462-30.2% | $5,626-19.8% | $6,688-32.5% |
| Admin fee / account holder | $161 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |