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 8-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 | $38,560 | $99,985-61.4% | $146,665-73.7% | $85,850-55.1% |
| Participation rate | 76.3% | 73.1%+3.3pp | 80.1%-3.8pp | 69.3%+7.0pp |
| Annual return | 15.46% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,398 | $2,559-45.4% | $4,136-66.2% | $2,565-45.5% |
| Participant deferral / active EE | $4,445 | $4,006+11.0% | $5,506-19.3% | $3,952+12.5% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |