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 | $42,805 | $106,515-59.8% | $96,683-55.7% | $139,434-69.3% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 40.50% | 38.43%+2.1pp | 35.69%+4.8pp | 372.94%-332.4pp |
| Employer contribution / active EE | $1,513 | $4,103-63.1% | $3,737-59.5% | $4,751-68.2% |
| Participant deferral / active EE | $3,507 | $5,454-35.7% | $4,878-28.1% | $6,710-47.7% |
| Admin fee / account holder | $212 | $7,877-97.3% | $6,730-96.9% | $11,403-98.1% |