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 | $43,565 | $89,753-51.5% | $107,525-59.5% | $84,808-48.6% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 23.63% | 29.48%-5.8pp | 181.32%-157.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,724 | $3,113-12.5% | $3,754-27.4% | $2,631+3.5% |
| Participant deferral / active EE | $5,154 | $4,056+27.1% | $5,116+0.7% | $4,212+22.4% |
| Admin fee / account holder | $14 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |