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 | $24,098 | $60,892-60.4% | $82,389-70.8% | $84,808-71.6% |
| Participation rate | 77.9% | 63.3%+14.7pp | 69.5%+8.4pp | 68.3%+9.6pp |
| Annual return | 20.46% | 37.29%-16.8pp | 28.67%-8.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $387 | $1,779-78.3% | $2,517-84.6% | $2,631-85.3% |
| Participant deferral / active EE | $3,036 | $3,179-4.5% | $4,155-26.9% | $4,212-27.9% |
| Admin fee / account holder | $272 | $5,467-95.0% | $7,231-96.2% | $7,344-96.3% |