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 | $43,203 | $177,572-75.7% | $154,803-72.1% | $142,382-69.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,701 | $4,810-64.6% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $3,975 | $6,272-36.6% | $5,540-28.3% | $6,507-38.9% |
| Admin fee / account holder | $238 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |