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 | $85,110 | $127,065-33.0% | $113,168-24.8% | $142,382-40.2% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 18.72% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $8,541 | $3,442+148.1% | $2,975+187.1% | $4,299+98.7% |
| Participant deferral / active EE | $2,332 | $5,716-59.2% | $5,107-54.3% | $6,507-64.2% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |