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 | $39,777 | $99,918-60.2% | $81,382-51.1% | $145,922-72.7% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 15.28% | 34.32%-19.0pp | 24.73%-9.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $874 | $2,978-70.6% | $2,463-64.5% | $4,660-81.2% |
| Participant deferral / active EE | $2,533 | $4,605-45.0% | $3,883-34.8% | $6,688-62.1% |
| Admin fee / account holder | $166 | $8,212-98.0% | $5,768-97.1% | $13,397-98.8% |