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 | $52,406 | $104,974-50.1% | $95,585-45.2% | $142,382-63.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.93% | 210.33%-191.4pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,306 | $2,779-53.0% | $2,527-48.3% | $4,299-69.6% |
| Participant deferral / active EE | $3,276 | $4,352-24.7% | $4,023-18.6% | $6,507-49.7% |
| Admin fee / account holder | $207 | $6,386-96.8% | $6,127-96.6% | $12,624-98.4% |