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 | $51,108 | $95,803-46.7% | $113,168-54.8% | $84,808-39.7% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.5pp |
| Annual return | 26.18% | 25.00%+1.2pp | 24.27%+1.9pp | 40.90%-14.7pp |
| Employer contribution / active EE | $3,803 | $2,360+61.2% | $2,975+27.8% | $2,631+44.6% |
| Participant deferral / active EE | $7,778 | $4,242+83.4% | $5,107+52.3% | $4,212+84.7% |
| Admin fee / account holder | $288 | $8,989-96.8% | $12,068-97.6% | $7,344-96.1% |