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 | $37,268 | $228,332-83.7% | $185,823-79.9% | $158,922-76.5% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 15.77% | 40.80%-25.0pp | 35.95%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $917 | $4,967-81.5% | $4,087-77.6% | $4,761-80.7% |
| Participant deferral / active EE | $4,811 | $6,415-25.0% | $5,632-14.6% | $5,982-19.6% |
| Admin fee / account holder | $212 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |