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 7-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 | $44,968 | $106,515-57.8% | $96,683-53.5% | $139,434-67.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.17% | 38.43%-17.3pp | 35.69%-14.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,111 | $4,103-72.9% | $3,737-70.3% | $4,751-76.6% |
| Participant deferral / active EE | $9,498 | $5,454+74.1% | $4,878+94.7% | $6,710+41.5% |
| Admin fee / account holder | $156 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |