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 | $103,177 | $177,572-41.9% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,603 | $4,810-66.7% | $4,305-62.8% | $4,299-62.7% |
| Participant deferral / active EE | $4,233 | $6,272-32.5% | $5,540-23.6% | $6,507-35.0% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |