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 8-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 | $44,556 | $78,926-43.5% | $136,749-67.4% | $84,808-47.5% |
| Participation rate | 75.9% | 62.2%+13.7pp | 72.1%+3.7pp | 68.3%+7.6pp |
| Annual return | 15.04% | 18.17%-3.1pp | 24.33%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,870 | $2,134-12.4% | $3,400-45.0% | $2,631-28.9% |
| Participant deferral / active EE | $3,129 | $3,168-1.3% | $4,692-33.3% | $4,212-25.7% |
| Admin fee / account holder | $288 | $6,369-95.5% | $11,386-97.5% | $7,344-96.1% |