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 4-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 | $11,622 | $106,515-89.1% | $96,683-88.0% | $139,434-91.7% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 44.11% | 38.43%+5.7pp | 35.69%+8.4pp | 372.94%-328.8pp |
| Employer contribution / active EE | $2,863 | $4,103-30.2% | $3,737-23.4% | $4,751-39.7% |
| Participant deferral / active EE | $3,599 | $5,454-34.0% | $4,878-26.2% | $6,710-46.4% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |