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 5-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 | $29,414 | $107,452-72.6% | $91,541-67.9% | $142,382-79.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 20.74% | 22.06%-1.3pp | 20.50%+0.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,548 | $2,994-48.3% | $2,505-38.2% | $4,299-64.0% |
| Participant deferral / active EE | $1,525 | $4,754-67.9% | $4,008-61.9% | $6,507-76.6% |
| Admin fee / account holder | $33 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |