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 6-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 | $44,302 | $109,881-59.7% | $150,045-70.5% | $84,808-47.8% |
| Participation rate | 75.8% | 76.1%-0.3pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 20.19% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,734 | $3,561-51.3% | $4,693-63.1% | $2,631-34.1% |
| Participant deferral / active EE | $4,295 | $6,636-35.3% | $7,997-46.3% | $4,212+2.0% |
| Admin fee / account holder | $233 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |