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 | $45,183 | $114,381-60.5% | $107,525-58.0% | $142,382-68.3% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 23.23% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,496 | $4,015-37.8% | $3,754-33.5% | $4,299-41.9% |
| Participant deferral / active EE | $4,895 | $5,564-12.0% | $5,116-4.3% | $6,507-24.8% |
| Admin fee / account holder | $229 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |