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 7-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 | $32,349 | $24,730+30.8% | $66,042-51.0% | $84,808-61.9% |
| Participation rate | 74.5% | 68.1%+6.4pp | 67.5%+7.0pp | 68.3%+6.2pp |
| Annual return | 19.89% | 79.55%-59.7pp | 52.11%-32.2pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,872 | $1,737+122.9% | $2,835+36.5% | $4,212-8.1% |
| Admin fee / account holder | $243 | $3,014-91.9% | $5,747-95.8% | $7,344-96.7% |