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 | $23,049 | $110,257-79.1% | $96,544-76.1% | $139,434-83.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 22.29% | 26.32%-4.0pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,216 | $3,620-38.8% | $2,965-25.3% | $4,751-53.4% |
| Participant deferral / active EE | $4,720 | $5,548-14.9% | $4,851-2.7% | $6,710-29.7% |
| Admin fee / account holder | $74 | $11,591-99.4% | $8,252-99.1% | $11,403-99.4% |