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 9-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 | $43,254 | $93,571-53.8% | $135,903-68.2% | $75,163-42.5% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 26.83% | 30.90%-4.1pp | 68.23%-41.4pp | 160.62%-133.8pp |
| Employer contribution / active EE | $3,387 | $3,537-4.2% | $4,856-30.2% | $2,670+26.9% |
| Participant deferral / active EE | $7,870 | $6,404+22.9% | $7,758+1.4% | $4,125+90.8% |
| Admin fee / account holder | $175 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |