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 3-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 | $46,713 | $107,452-56.5% | $91,541-49.0% | $142,382-67.2% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 15.25% | 22.06%-6.8pp | 20.50%-5.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,461 | $2,994-51.2% | $2,505-41.7% | $4,299-66.0% |
| Participant deferral / active EE | $1,784 | $4,754-62.5% | $4,008-55.5% | $6,507-72.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |