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 5-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 | $85,973 | $159,602-46.1% | $150,045-42.7% | $142,382-39.6% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 79.85% | 70.24%+9.6pp | 62.55%+17.3pp | 217.08%-137.2pp |
| Employer contribution / active EE | $6,127 | $4,961+23.5% | $4,693+30.6% | $4,299+42.5% |
| Participant deferral / active EE | $11,278 | $8,310+35.7% | $7,997+41.0% | $6,507+73.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |