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 | $34,505 | $114,381-69.8% | $107,525-67.9% | $142,382-75.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.44% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,532 | $4,015-61.8% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $4,639 | $5,564-16.6% | $5,116-9.3% | $6,507-28.7% |
| Admin fee / account holder | $133 | $9,860-98.7% | $8,919-98.5% | $12,624-98.9% |