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 | $100,292 | $198,466-49.5% | $170,442-41.2% | $147,584-32.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 15.48% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,801 | $6,184-70.9% | $5,433-66.8% | $4,876-63.1% |
| Participant deferral / active EE | $2,755 | $5,629-51.1% | $4,939-44.2% | $5,439-49.4% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |