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 | $46,580 | $106,515-56.3% | $96,683-51.8% | $139,434-66.6% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 23.36% | 38.43%-15.1pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,959 | $4,103-52.2% | $3,737-47.6% | $4,751-58.8% |
| Participant deferral / active EE | $5,943 | $5,454+9.0% | $4,878+21.8% | $6,710-11.4% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |