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 3-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 | $84,779 | $177,572-52.3% | $154,803-45.2% | $142,382-40.5% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 34.20% | 65.07%-30.9pp | 58.88%-24.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $2,360 | $4,810-50.9% | $4,305-45.2% | $4,299-45.1% |
| Participant deferral / active EE | $5,735 | $6,272-8.6% | $5,540+3.5% | $6,507-11.9% |
| Admin fee / account holder | $203 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |