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 | $38,792 | $58,512-33.7% | $84,015-53.8% | $72,985-46.8% |
| Participation rate | 75.9% | 61.2%+14.6pp | 69.0%+6.8pp | 69.5%+6.4pp |
| Annual return | 19.87% | 28.93%-9.1pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,699 | $1,163+46.1% | $1,983-14.3% | $2,440-30.3% |
| Participant deferral / active EE | $2,925 | $2,394+22.2% | $3,239-9.7% | $3,607-18.9% |
| Admin fee / account holder | $100 | $4,569-97.8% | $6,101-98.4% | $5,124-98.1% |