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 | $17,605 | $74,888-76.5% | $71,209-75.3% | $142,382-87.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 20.25% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,015 | $2,854-64.5% | $2,721-62.7% | $4,299-76.4% |
| Participant deferral / active EE | $1,774 | $4,454-60.2% | $4,175-57.5% | $6,507-72.7% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |