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 | $41,777 | $89,753-53.5% | $107,525-61.1% | $84,808-50.7% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 18.65% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,864 | $3,113-40.1% | $3,754-50.3% | $2,631-29.1% |
| Participant deferral / active EE | $2,667 | $4,056-34.2% | $5,116-47.9% | $4,212-36.7% |
| Admin fee / account holder | $175 | $7,222-97.6% | $8,919-98.0% | $7,344-97.6% |