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 | $38,393 | $159,602-75.9% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 22.87% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,253 | $4,961-34.4% | $4,693-30.7% | $4,299-24.3% |
| Participant deferral / active EE | $6,432 | $8,310-22.6% | $7,997-19.6% | $6,507-1.2% |
| Admin fee / account holder | $185 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |