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 | $66,659 | $64,839+2.8% | $95,585-30.3% | $84,808-21.4% |
| Participation rate | 93.1% | 63.8%+29.3pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 19.37% | -670.96%+690.3pp | 38.56%-19.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,966 | $1,759+182.3% | $2,527+96.5% | $2,631+88.7% |
| Participant deferral / active EE | $2,733 | $2,965-7.8% | $4,023-32.1% | $4,212-35.1% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |