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 | $47,888 | $81,208-41.0% | $98,907-51.6% | $79,858-40.0% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 44.22% | 60.99%-16.8pp | 196.43%-152.2pp | 31.71%+12.5pp |
| Employer contribution / active EE | $2,013 | $1,960+2.7% | $2,689-25.1% | $2,471-18.5% |
| Participant deferral / active EE | $3,805 | $3,265+16.6% | $4,244-10.3% | $3,740+1.7% |
| Admin fee / account holder | $6 | $6,013-99.9% | $6,642-99.9% | $5,306-99.9% |