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 6-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 | $42,526 | $140,940-69.8% | $112,229-62.1% | $139,434-69.5% |
| Participation rate | 82.4% | 79.2%+3.2pp | 72.4%+9.9pp | 80.3%+2.0pp |
| Annual return | 29.02% | 32.71%-3.7pp | 30.20%-1.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,362 | $4,283-44.9% | $3,430-31.2% | $4,751-50.3% |
| Participant deferral / active EE | $3,644 | $5,874-38.0% | $4,798-24.0% | $6,710-45.7% |
| Admin fee / account holder | $119 | $9,954-98.8% | $7,748-98.5% | $11,403-99.0% |