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 | $128,183 | $148,534-13.7% | $135,903-5.7% | $139,434-8.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 35.09% | 79.19%-44.1pp | 68.23%-33.1pp | 372.94%-337.9pp |
| Employer contribution / active EE | $5,981 | $5,243+14.1% | $4,856+23.2% | $4,751+25.9% |
| Participant deferral / active EE | $12,550 | $8,100+54.9% | $7,758+61.8% | $6,710+87.0% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |