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 | $43,226 | $127,065-66.0% | $113,168-61.8% | $142,382-69.6% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 18.24% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,796 | $3,442-47.8% | $2,975-39.6% | $4,299-58.2% |
| Participant deferral / active EE | $5,505 | $5,716-3.7% | $5,107+7.8% | $6,507-15.4% |
| Admin fee / account holder | $152 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |