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 | $30,325 | $117,983-74.3% | $101,794-70.2% | $142,382-78.7% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 13.02% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $864 | $2,773-68.8% | $2,289-62.3% | $4,299-79.9% |
| Participant deferral / active EE | $2,519 | $4,714-46.6% | $4,084-38.3% | $6,507-61.3% |
| Admin fee / account holder | $106 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |