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 | $36,074 | $110,257-67.3% | $96,544-62.6% | $139,434-74.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 20.05% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,581 | $3,620-56.3% | $2,965-46.7% | $4,751-66.7% |
| Participant deferral / active EE | $4,614 | $5,548-16.8% | $4,851-4.9% | $6,710-31.2% |
| Admin fee / account holder | $19 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |