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 4-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 | $95,543 | $148,534-35.7% | $135,903-29.7% | $139,434-31.5% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 14.85% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,934 | $5,243-63.1% | $4,856-60.2% | $4,751-59.3% |
| Participant deferral / active EE | $6,144 | $8,100-24.1% | $7,758-20.8% | $6,710-8.4% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |