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 | $38,951 | $99,877-61.0% | $84,966-54.2% | $145,922-73.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.02% | 83.76%-69.7pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,785 | $3,231-44.8% | $2,727-34.6% | $4,660-61.7% |
| Participant deferral / active EE | $4,153 | $5,291-21.5% | $4,519-8.1% | $6,688-37.9% |
| Admin fee / account holder | $257 | $7,248-96.5% | $6,149-95.8% | $13,397-98.1% |