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 | $32,272 | $60,022-46.2% | $88,946-63.7% | $84,808-61.9% |
| Participation rate | 89.5% | 57.8%+31.6pp | 68.8%+20.6pp | 68.3%+21.2pp |
| Annual return | 22.25% | 22.43%-0.2pp | 57.82%-35.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,223 | $1,703+30.6% | $2,555-13.0% | $2,631-15.5% |
| Participant deferral / active EE | $4,386 | $3,114+40.9% | $4,581-4.3% | $4,212+4.1% |
| Admin fee / account holder | $234 | $4,811-95.1% | $8,261-97.2% | $7,344-96.8% |