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 | $33,631 | $77,503-56.6% | $100,391-66.5% | $80,856-58.4% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 22.85% | 37.20%-14.4pp | 49.20%-26.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $3,664 | $2,801+30.8% | $3,942-7.1% | $2,755+33.0% |
| Participant deferral / active EE | $6,879 | $6,820+0.9% | $8,082-14.9% | $4,296+60.1% |
| Admin fee / account holder | $235 | $5,897-96.0% | $7,899-97.0% | $6,918-96.6% |