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 | $43,984 | $74,927-41.3% | $101,794-56.8% | $84,808-48.1% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 22.98% | 18.70%+4.3pp | 30.53%-7.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $8,991 | $1,522+490.8% | $2,289+292.8% | $2,631+241.7% |
| Participant deferral / active EE | $4,484 | $3,099+44.7% | $4,084+9.8% | $4,212+6.5% |
| Admin fee / account holder | $107 | $6,514-98.4% | $8,777-98.8% | $7,344-98.5% |