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 6-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 | $57,886 | $117,983-50.9% | $101,794-43.1% | $142,382-59.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.24% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,258 | $2,773-54.6% | $2,289-45.0% | $4,299-70.7% |
| Participant deferral / active EE | $2,081 | $4,714-55.9% | $4,084-49.1% | $6,507-68.0% |
| Admin fee / account holder | $293 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |