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 3-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 | $50,247 | $101,724-50.6% | $164,813-69.5% | $80,856-37.9% |
| Participation rate | 98.5% | 71.8%+26.7pp | 78.6%+19.9pp | 67.6%+30.9pp |
| Annual return | 24.72% | 16.72%+8.0pp | 69.93%-45.2pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,426 | $2,953-51.7% | $4,341-67.2% | $2,755-48.3% |
| Participant deferral / active EE | $3,020 | $4,477-32.5% | $6,031-49.9% | $4,296-29.7% |
| Admin fee / account holder | $284 | $8,227-96.5% | $12,690-97.8% | $6,918-95.9% |