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 | $46,486 | $80,717-42.4% | $154,803-70.0% | $84,808-45.2% |
| Participation rate | 86.3% | 66.8%+19.4pp | 78.1%+8.2pp | 68.3%+17.9pp |
| Annual return | 25.56% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $2,473 | $2,761-10.4% | $4,305-42.6% | $2,631-6.0% |
| Participant deferral / active EE | $7,717 | $3,303+133.6% | $5,540+39.3% | $4,212+83.2% |
| Admin fee / account holder | $273 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |