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 3-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 | $54,244 | $95,266-43.1% | $82,389-34.2% | $142,382-61.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 21.17% | 25.74%-4.6pp | 28.67%-7.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,164 | $2,991-61.1% | $2,517-53.8% | $4,299-72.9% |
| Participant deferral / active EE | $2,731 | $4,809-43.2% | $4,155-34.3% | $6,507-58.0% |
| Admin fee / account holder | $123 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |