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 3-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 | $19,699 | $68,719-71.3% | $91,541-78.5% | $84,808-76.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 23.53% | 19.12%+4.4pp | 20.50%+3.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,203 | $1,920+14.7% | $2,505-12.0% | $2,631-16.3% |
| Participant deferral / active EE | $5,223 | $3,136+66.6% | $4,008+30.3% | $4,212+24.0% |
| Admin fee / account holder | $34 | $5,786-99.4% | $6,956-99.5% | $7,344-99.5% |