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 | $116,058 | $112,096+3.5% | $95,952+21.0% | $158,922-27.0% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 17.47% | 171.09%-153.6pp | 91.61%-74.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,873 | $3,198-41.4% | $2,541-26.3% | $4,761-60.7% |
| Participant deferral / active EE | $2,166 | $4,784-54.7% | $4,167-48.0% | $5,982-63.8% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |