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 | $54,735 | $80,673-32.2% | $101,326-46.0% | $84,808-35.5% |
| Participation rate | 93.3% | 77.8%+15.6pp | 81.5%+11.8pp | 68.3%+25.0pp |
| Annual return | 35.09% | 38.95%-3.9pp | 36.82%-1.7pp | 40.90%-5.8pp |
| Employer contribution / active EE | $4,261 | $2,698+57.9% | $3,665+16.3% | $2,631+62.0% |
| Participant deferral / active EE | $9,873 | $6,840+44.3% | $7,994+23.5% | $4,212+134.4% |
| Admin fee / account holder | $290 | $12,784-97.7% | $11,185-97.4% | $7,344-96.1% |