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 3-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 | $56,617 | $148,534-61.9% | $135,903-58.3% | $139,434-59.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.52% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,328 | $5,243-55.6% | $4,856-52.1% | $4,751-51.0% |
| Participant deferral / active EE | $6,790 | $8,100-16.2% | $7,758-12.5% | $6,710+1.2% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |