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 6-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 | $148,503 | $177,572-16.4% | $154,803-4.1% | $142,382+4.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.42% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,701 | $4,810-43.8% | $4,305-37.3% | $4,299-37.2% |
| Participant deferral / active EE | $6,854 | $6,272+9.3% | $5,540+23.7% | $6,507+5.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |