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 6-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 | $49,160 | $148,978-67.0% | $200,582-75.5% | $84,808-42.0% |
| Participation rate | 76.5% | 84.2%-7.8pp | 86.9%-10.4pp | 68.3%+8.2pp |
| Annual return | 20.03% | 28.16%-8.1pp | 42.33%-22.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,780 | $4,815-63.0% | $6,419-72.3% | $2,631-32.4% |
| Participant deferral / active EE | $5,547 | $7,142-22.3% | $9,331-40.6% | $4,212+31.7% |
| Admin fee / account holder | $213 | $13,977-98.5% | $16,305-98.7% | $7,344-97.1% |