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 | $50,105 | $163,101-69.3% | $136,749-63.4% | $142,382-64.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.61% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $952 | $4,117-76.9% | $3,400-72.0% | $4,299-77.9% |
| Participant deferral / active EE | $3,112 | $5,585-44.3% | $4,692-33.7% | $6,507-52.2% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |