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 8-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 | $36,391 | $65,365-44.3% | $92,893-60.8% | $72,985-50.1% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 24.72% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $7,423 | $2,594+186.1% | $3,653+103.2% | $2,440+204.2% |
| Participant deferral / active EE | $5,026 | $3,128+60.7% | $4,236+18.6% | $3,607+39.3% |
| Admin fee / account holder | $37 | $4,251-99.1% | $5,794-99.4% | $5,124-99.3% |