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 4-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 | $58,588 | $60,022-2.4% | $88,946-34.1% | $84,808-30.9% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | 22.36% | 22.43%-0.1pp | 57.82%-35.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,798 | $1,703+5.6% | $2,555-29.6% | $2,631-31.7% |
| Participant deferral / active EE | $5,483 | $3,114+76.1% | $4,581+19.7% | $4,212+30.2% |
| Admin fee / account holder | $242 | $4,811-95.0% | $8,261-97.1% | $7,344-96.7% |