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 10-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 | $41,924 | $73,933-43.3% | $96,683-56.6% | $75,163-44.2% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.2pp |
| Annual return | 14.41% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,197 | $2,928-25.0% | $3,737-41.2% | $2,670-17.7% |
| Participant deferral / active EE | $2,933 | $3,659-19.8% | $4,878-39.9% | $4,125-28.9% |
| Admin fee / account holder | $45 | $5,216-99.1% | $6,730-99.3% | $5,651-99.2% |