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 | $57,096 | $177,572-67.8% | $154,803-63.1% | $142,382-59.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 21.59% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,151 | $4,810-76.1% | $4,305-73.3% | $4,299-73.2% |
| Participant deferral / active EE | $3,359 | $6,272-46.4% | $5,540-39.4% | $6,507-48.4% |
| Admin fee / account holder | $93 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |