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 | $44,630 | $76,367-41.6% | $93,606-52.3% | $72,985-38.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.87% | 25.82%-4.0pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,431 | $2,275+50.8% | $2,718+26.2% | $2,440+40.6% |
| Participant deferral / active EE | $4,106 | $3,538+16.1% | $4,069+0.9% | $3,607+13.8% |
| Admin fee / account holder | $249 | $6,838-96.4% | $7,888-96.8% | $5,124-95.1% |