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 | $64,882 | $149,734-56.7% | $118,925-45.4% | $158,922-59.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 20.29% | 19.95%+0.3pp | 35.88%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,511 | $4,115+9.6% | $3,263+38.3% | $4,761-5.3% |
| Participant deferral / active EE | $15,820 | $5,223+202.9% | $4,265+270.9% | $5,982+164.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |