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 9-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 | $27,572 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 18.09% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,421 | $3,100-54.2% | $4,672-69.6% | $2,755-48.4% |
| Participant deferral / active EE | $2,511 | $3,452-27.3% | $5,626-55.4% | $4,296-41.6% |
| Admin fee / account holder | $43 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |