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 | $38,267 | $109,881-65.2% | $150,045-74.5% | $84,808-54.9% |
| Participation rate | 77.2% | 76.1%+1.1pp | 82.3%-5.1pp | 68.3%+8.9pp |
| Annual return | 22.25% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,509 | $3,561-29.6% | $4,693-46.5% | $2,631-4.6% |
| Participant deferral / active EE | $4,938 | $6,636-25.6% | $7,997-38.2% | $4,212+17.3% |
| Admin fee / account holder | $133 | $8,568-98.4% | $13,435-99.0% | $7,344-98.2% |