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 7-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 | $30,001 | $228,332-86.9% | $185,823-83.9% | $158,922-81.1% |
| Participation rate | 76.2% | 82.3%-6.1pp | 78.0%-1.8pp | 82.0%-5.8pp |
| Annual return | 21.80% | 40.80%-19.0pp | 35.95%-14.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,349 | $4,967-72.8% | $4,087-67.0% | $4,761-71.7% |
| Participant deferral / active EE | $4,101 | $6,415-36.1% | $5,632-27.2% | $5,982-31.5% |
| Admin fee / account holder | $287 | $11,864-97.6% | $9,500-97.0% | $11,246-97.4% |