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 6-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 | $41,986 | $74,888-43.9% | $71,209-41.0% | $142,382-70.5% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,119 | $2,854-60.8% | $2,721-58.9% | $4,299-74.0% |
| Participant deferral / active EE | $3,709 | $4,454-16.7% | $4,175-11.2% | $6,507-43.0% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |