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 | $34,244 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 25.24% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,625 | $4,810-45.4% | $4,305-39.0% | $4,299-38.9% |
| Participant deferral / active EE | $8,162 | $6,272+30.1% | $5,540+47.3% | $6,507+25.4% |
| Admin fee / account holder | $134 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |