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 7-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 | $37,630 | $54,762-31.3% | $90,281-58.3% | $72,985-48.4% |
| Participation rate | 84.5% | 65.1%+19.3pp | 73.3%+11.2pp | 69.5%+15.0pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,473 | $2,092+18.2% | $2,854-13.4% | $2,440+1.3% |
| Participant deferral / active EE | $4,082 | $2,887+41.4% | $3,885+5.0% | $3,607+13.1% |
| Admin fee / account holder | $222 | $3,972-94.4% | $5,351-95.9% | $5,124-95.7% |