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 | $44,321 | $45,073-1.7% | $69,455-36.2% | $72,985-39.3% |
| Participation rate | 75.9% | 68.5%+7.4pp | 74.6%+1.3pp | 69.5%+6.4pp |
| Annual return | 22.03% | 22.65%-0.6pp | 28.97%-6.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,257 | $2,054-38.8% | $2,779-54.8% | $2,440-48.5% |
| Participant deferral / active EE | $4,234 | $2,602+62.7% | $3,535+19.7% | $3,607+17.4% |
| Admin fee / account holder | $7 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |