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 | $32,242 | $176,056-81.7% | $159,436-79.8% | $167,490-80.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.25% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,289 | $5,297-75.7% | $4,829-73.3% | $4,837-73.3% |
| Participant deferral / active EE | $4,773 | $7,750-38.4% | $7,352-35.1% | $6,341-24.7% |
| Admin fee / account holder | $184 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |