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 | $19,194 | $106,515-82.0% | $96,683-80.1% | $139,434-86.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 41.08% | 38.43%+2.7pp | 35.69%+5.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $1,566 | $4,103-61.8% | $3,737-58.1% | $4,751-67.0% |
| Participant deferral / active EE | $4,827 | $5,454-11.5% | $4,878-1.0% | $6,710-28.1% |
| Admin fee / account holder | $151 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |