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 10-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 | $40,483 | $103,376-60.8% | $87,100-53.5% | $152,861-73.5% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 15.65% | 28.10%-12.4pp | 28.19%-12.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,597 | $3,220-50.4% | $2,521-36.7% | $4,762-66.5% |
| Participant deferral / active EE | $2,986 | $4,778-37.5% | $4,049-26.3% | $5,850-49.0% |
| Admin fee / account holder | $138 | $12,205-98.9% | $7,497-98.2% | $11,596-98.8% |