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 6-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 | $49,233 | $115,770-57.5% | $101,248-51.4% | $158,922-69.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 24.50% | 56.14%-31.6pp | 46.47%-22.0pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,087 | $4,175-74.0% | $3,660-70.3% | $4,761-77.2% |
| Participant deferral / active EE | $5,465 | $4,957+10.2% | $4,370+25.0% | $5,982-8.6% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |