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 5-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 | $30,834 | $114,381-73.0% | $107,525-71.3% | $142,382-78.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.06% | 242.71%-222.6pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,869 | $4,015-53.4% | $3,754-50.2% | $4,299-56.5% |
| Participant deferral / active EE | $3,107 | $5,564-44.2% | $5,116-39.3% | $6,507-52.3% |
| Admin fee / account holder | $111 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |