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 6-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 | $32,888 | $109,881-70.1% | $150,045-78.1% | $84,808-61.2% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,442 | $3,561-59.5% | $4,693-69.3% | $2,631-45.2% |
| Participant deferral / active EE | $4,745 | $6,636-28.5% | $7,997-40.7% | $4,212+12.7% |
| Admin fee / account holder | $80 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |