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 | $48,683 | $183,963-73.5% | $162,163-70.0% | $152,861-68.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 29.04% | 150.76%-121.7pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $3,759 | $6,371-41.0% | $5,614-33.0% | $4,762-21.1% |
| Participant deferral / active EE | $9,302 | $8,034+15.8% | $7,298+27.5% | $5,850+59.0% |
| Admin fee / account holder | $101 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |