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 | $46,448 | $104,974-55.8% | $95,585-51.4% | $142,382-67.4% |
| Participation rate | 95.5% | 75.0%+20.5pp | 72.1%+23.4pp | 80.1%+15.3pp |
| Annual return | 18.81% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,543 | $2,779-8.5% | $2,527+0.7% | $4,299-40.8% |
| Participant deferral / active EE | $4,665 | $4,352+7.2% | $4,023+16.0% | $6,507-28.3% |
| Admin fee / account holder | $238 | $6,386-96.3% | $6,127-96.1% | $12,624-98.1% |