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 | $36,668 | $159,602-77.0% | $150,045-75.6% | $142,382-74.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.27% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,184 | $4,961-76.1% | $4,693-74.8% | $4,299-72.5% |
| Participant deferral / active EE | $6,152 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $214 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |