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 10-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 | $39,775 | $106,515-62.7% | $96,683-58.9% | $139,434-71.5% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 16.34% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,422 | $4,103-41.0% | $3,737-35.2% | $4,751-49.0% |
| Participant deferral / active EE | $4,291 | $5,454-21.3% | $4,878-12.0% | $6,710-36.0% |
| Admin fee / account holder | $179 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |