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 | $75,386 | $99,877-24.5% | $84,966-11.3% | $145,922-48.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.21% | 83.76%-71.5pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,120 | $3,231-65.3% | $2,727-58.9% | $4,660-76.0% |
| Participant deferral / active EE | $4,783 | $5,291-9.6% | $4,519+5.8% | $6,688-28.5% |
| Admin fee / account holder | $8 | $7,248-99.9% | $6,149-99.9% | $13,397-99.9% |