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 | $88,043 | $112,096-21.5% | $95,952-8.2% | $158,922-44.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.82% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $949 | $3,198-70.3% | $2,541-62.7% | $4,761-80.1% |
| Participant deferral / active EE | $2,803 | $4,784-41.4% | $4,167-32.7% | $5,982-53.1% |
| Admin fee / account holder | $78 | $10,130-99.2% | $6,795-98.9% | $11,246-99.3% |