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 | $44,557 | $78,422-43.2% | $95,952-53.6% | $79,858-44.2% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.3pp | 69.6%+3.1pp |
| Annual return | 17.70% | 19.37%-1.7pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,207 | $1,945+13.5% | $2,541-13.1% | $2,471-10.7% |
| Participant deferral / active EE | $3,959 | $3,440+15.1% | $4,167-5.0% | $3,740+5.9% |
| Admin fee / account holder | $49 | $5,622-99.1% | $6,795-99.3% | $5,306-99.1% |