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 7-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 | $17,427 | $48,046-63.7% | $84,611-79.4% | $72,985-76.1% |
| Participation rate | 80.4% | 57.6%+22.9pp | 68.2%+12.2pp | 69.5%+10.9pp |
| Annual return | 43.94% | 37.38%+6.6pp | 258.74%-214.8pp | 81.00%-37.1pp |
| Employer contribution / active EE | $3,913 | $1,602+144.3% | $2,652+47.5% | $2,440+60.4% |
| Participant deferral / active EE | $5,510 | $2,680+105.6% | $3,899+41.3% | $3,607+52.7% |
| Admin fee / account holder | $216 | $3,395-93.6% | $4,912-95.6% | $5,124-95.8% |