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 | $46,763 | $80,717-42.1% | $154,803-69.8% | $84,808-44.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 18.66% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,288 | $2,761-53.3% | $4,305-70.1% | $2,631-51.0% |
| Participant deferral / active EE | $2,618 | $3,303-20.7% | $5,540-52.7% | $4,212-37.8% |
| Admin fee / account holder | $15 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |