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 9-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 | $45,585 | $112,881-59.6% | $90,951-49.9% | $158,922-71.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.38% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,012 | $2,893-65.0% | $2,122-52.3% | $4,761-78.7% |
| Participant deferral / active EE | $3,373 | $4,128-18.3% | $3,3730% | $5,982-43.6% |
| Admin fee / account holder | $128 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |