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 9-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 | $34,323 | $107,791-68.2% | $90,645-62.1% | $135,375-74.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 20.23% | -0.90%+21.1pp | 1.88%+18.3pp | 519.73%-499.5pp |
| Employer contribution / active EE | $1,647 | $3,018-45.4% | $2,532-35.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,261 | $3,872-41.6% | $3,425-34.0% | $5,609-59.7% |
| Admin fee / account holder | $21 | $5,930-99.6% | $4,994-99.6% | $10,827-99.8% |