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 | $31,834 | $110,261-71.1% | $95,745-66.8% | $139,434-77.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.33% | 27.11%-7.8pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,269 | $3,257-61.0% | $2,835-55.2% | $4,751-73.3% |
| Participant deferral / active EE | $3,201 | $4,676-31.5% | $4,245-24.6% | $6,710-52.3% |
| Admin fee / account holder | $120 | $6,613-98.2% | $5,678-97.9% | $11,403-98.9% |