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 | $50,144 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 34.90% | 79.19%-44.3pp | 68.23%-33.3pp | 372.94%-338.0pp |
| Employer contribution / active EE | $4,532 | $5,243-13.6% | $4,856-6.7% | $4,751-4.6% |
| Participant deferral / active EE | $8,705 | $8,100+7.5% | $7,758+12.2% | $6,710+29.7% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |