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 4-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 | $28,451 | $106,515-73.3% | $96,683-70.6% | $139,434-79.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 27.02% | 38.43%-11.4pp | 35.69%-8.7pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,188 | $4,103-22.3% | $3,737-14.7% | $4,751-32.9% |
| Participant deferral / active EE | $9,524 | $5,454+74.6% | $4,878+95.2% | $6,710+41.9% |
| Admin fee / account holder | $166 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |