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 | $50,167 | $110,257-54.5% | $96,544-48.0% | $139,434-64.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 22.56% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,352 | $3,620-35.0% | $2,965-20.7% | $4,751-50.5% |
| Participant deferral / active EE | $11,843 | $5,548+113.5% | $4,851+144.1% | $6,710+76.5% |
| Admin fee / account holder | $178 | $11,591-98.5% | $8,252-97.8% | $11,403-98.4% |