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 8-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 | $31,167 | $52,380-40.5% | $98,755-68.4% | $85,850-63.7% |
| Participation rate | 93.9% | 58.0%+36.0pp | 65.7%+28.2pp | 69.3%+24.6pp |
| Annual return | 12.86% | 25.82%-13.0pp | 49.91%-37.1pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,661 | $1,337+24.2% | $2,067-19.7% | $2,565-35.2% |
| Participant deferral / active EE | $4,183 | $2,101+99.1% | $3,035+37.8% | $3,952+5.9% |
| Admin fee / account holder | $281 | $3,865-92.7% | $4,076-93.1% | $6,260-95.5% |