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 4-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 | $121,140 | $159,602-24.1% | $150,045-19.3% | $142,382-14.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.32% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,278 | $4,961+6.4% | $4,693+12.5% | $4,299+22.8% |
| Participant deferral / active EE | $2,793 | $8,310-66.4% | $7,997-65.1% | $6,507-57.1% |
| Admin fee / account holder | $287 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |