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 | $47,305 | $80,673-41.4% | $101,326-53.3% | $84,808-44.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 21.46% | 38.95%-17.5pp | 36.82%-15.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,879 | $2,698+6.7% | $3,665-21.5% | $2,631+9.4% |
| Participant deferral / active EE | $6,182 | $6,840-9.6% | $7,994-22.7% | $4,212+46.8% |
| Admin fee / account holder | $52 | $12,784-99.6% | $11,185-99.5% | $7,344-99.3% |