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 6-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 | $51,573 | $117,983-56.3% | $101,794-49.3% | $142,382-63.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.60% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $614 | $2,773-77.8% | $2,289-73.2% | $4,299-85.7% |
| Participant deferral / active EE | $2,173 | $4,714-53.9% | $4,084-46.8% | $6,507-66.6% |
| Admin fee / account holder | $188 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |