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 | $131,495 | $238,490-44.9% | $180,183-27.0% | $142,382-7.6% |
| Participation rate | 85.7% | 82.3%+3.5pp | 77.4%+8.3pp | 80.1%+5.6pp |
| Annual return | 21.29% | 33.56%-12.3pp | 27.86%-6.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,715 | $6,143-39.5% | $5,039-26.3% | $4,299-13.6% |
| Participant deferral / active EE | $10,568 | $7,996+32.2% | $6,822+54.9% | $6,507+62.4% |
| Admin fee / account holder | $117 | $28,866-99.6% | $19,975-99.4% | $12,624-99.1% |