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 | $43,353 | $111,754-61.2% | $103,333-58.0% | $145,922-70.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.59% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,512 | $4,212-64.1% | $3,868-60.9% | $4,660-67.5% |
| Participant deferral / active EE | $1,766 | $5,619-68.6% | $5,057-65.1% | $6,688-73.6% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |