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 | $27,959 | $124,281-77.5% | $109,143-74.4% | $167,490-83.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.36% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,842 | $4,207-56.2% | $3,722-50.5% | $4,837-61.9% |
| Participant deferral / active EE | $7,382 | $5,255+40.5% | $4,653+58.6% | $6,341+16.4% |
| Admin fee / account holder | $31 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |