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 | $43,504 | $110,261-60.5% | $95,745-54.6% | $139,434-68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.28% | 27.11%-11.8pp | 28.35%-13.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,428 | $3,257-56.2% | $2,835-49.6% | $4,751-69.9% |
| Participant deferral / active EE | $1,428 | $4,676-69.5% | $4,245-66.4% | $6,710-78.7% |
| Admin fee / account holder | $175 | $6,613-97.4% | $5,678-96.9% | $11,403-98.5% |