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 3-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 | $25,205 | $80,717-68.8% | $154,803-83.7% | $84,808-70.3% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 17.08% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,688 | $2,761-38.9% | $4,305-60.8% | $2,631-35.8% |
| Participant deferral / active EE | $2,613 | $3,303-20.9% | $5,540-52.8% | $4,212-38.0% |
| Admin fee / account holder | $116 | $6,746-98.3% | $14,329-99.2% | $7,344-98.4% |