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 | $39,444 | $228,332-82.7% | $185,823-78.8% | $158,922-75.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 21.60% | 40.80%-19.2pp | 35.95%-14.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,666 | $4,967-66.4% | $4,087-59.2% | $4,761-65.0% |
| Participant deferral / active EE | $6,402 | $6,415-0.2% | $5,632+13.7% | $5,982+7.0% |
| Admin fee / account holder | $129 | $11,864-98.9% | $9,500-98.6% | $11,246-98.9% |