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 10-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 | $38,352 | $104,251-63.2% | $91,001-57.9% | $147,584-74.0% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.6%+9.4pp | 82.8%+2.2pp |
| Annual return | 12.50% | 27.06%-14.6pp | 4.60%+7.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $867 | $3,116-72.2% | $2,456-64.7% | $4,876-82.2% |
| Participant deferral / active EE | $1,796 | $4,195-57.2% | $3,547-49.4% | $5,439-67.0% |
| Admin fee / account holder | $265 | $8,948-97.0% | $5,417-95.1% | $10,885-97.6% |