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 | $42,045 | $115,770-63.7% | $101,248-58.5% | $158,922-73.5% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 12.41% | 56.14%-43.7pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,006 | $4,175-28.0% | $3,660-17.9% | $4,761-36.9% |
| Participant deferral / active EE | $4,317 | $4,957-12.9% | $4,370-1.2% | $5,982-27.8% |
| Admin fee / account holder | $261 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |