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 3-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 | $47,619 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.3%-1.4pp | 80.1%+0.8pp |
| Annual return | 70.68% | 70.24%+0.4pp | 62.55%+8.1pp | 217.08%-146.4pp |
| Employer contribution / active EE | $3,912 | $4,961-21.1% | $4,693-16.6% | $4,299-9.0% |
| Participant deferral / active EE | $7,830 | $8,310-5.8% | $7,997-2.1% | $6,507+20.3% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |