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 3-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 | $35,106 | $117,983-70.2% | $101,794-65.5% | $142,382-75.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,293 | $2,773-53.4% | $2,289-43.5% | $4,299-69.9% |
| Participant deferral / active EE | $9,356 | $4,714+98.5% | $4,084+129.1% | $6,507+43.8% |
| Admin fee / account holder | $113 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |